Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

Intel CEO Lip-Bu Tan is weighing whether to stop offering the company's 18A technology to external clients and instead focus on the next-generation 14A process, a move that could withdraw Intel from ...

Intel CEO Lip-Bu Tan is considering a significant shift in the company's chip manufacturing strategy to attract major clients ...

The new strategy for Intel's foundry business would mean offering outside customers a newer generation of technology, two people familiar with the matter told Reuters.

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

At its Intel Foundry Direct Connect 2025 event in April, Intel announced it is working closely with lead customers on its upcoming 14A process, which is expected to deliver a 15–20% performance gain ...

Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A ...

Shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) (TSMC) rose on Wednesday, finishing the day up 4%. The jump comes as ...

Chip makers rallied on Wednesday after the Senate approved boosting investment tax credits for U.S. semiconductor facilities to 35% from 25%. AI chip leaders also gained: Nvidia (NASDAQ:NVDA) surged ...

The 18A node’s journey has been a sometimes rocky one including the CEO turnover and other issues. In the fall of last year, ...

The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.