Intel’s Balancing Act: Can It Be Both a Chipmaker and a Foundry?
Intel has a new CEO. Lip-Bu Tan is an accomplished technology leader with deep semiconductor industry experience. Will he take a bold new path and pivot Intel to the next? Intel is still a behemoth.
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How Korean chips can seize the ‘Stargate’ moment
The country is falling behind in an intensifying cycle of innovation and competition involving AI and the changes in the industrial landscape AI will bring ...
Taiwan Semiconductor Manufacturing (TSM) in Talks to Operate Intel’s Foundry Division, Eyes U.S. Chip Expansion
In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands ...
SA Asks: Which chipmakers would be impacted if CHIPS is repealed?
Which semiconductor stocks would be most impacted if the CHIPS Act of 2022 is repealed? Seeking Alpha analysts Jonathan Weber ...
Intel Gets the Outsider CEO It Desperately Needs
After months of searching for a new CEO following the abrupt retirement of former CEO Pat Gelsinger, Intel (NASDAQ: INTC) has landed on Lip-Bu Tan. Tan led Cadence Design Systems, a provider of ...