Intel has talked up its EMIB chip-packaging technology, which would be an alternative to TSM's (TSM) Chip-on-Wafer-on-Substrate (CoWoS) technology, which is used for advanced AI chips from Nvidia ...
Elon Musk has revealed the Tesla TeraFab Chip Factory, a massive new effort to bring chip production in-house. After years of ...
Intel’s earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
Intel stock is surging as Elon Musk’s Terafab plans give its 14A foundry roadmap a high-profile credibility boost.
Less than nine months ago, Trump wrote "The CEO of INTEL is highly CONFLICTED and must resign, immediately." Here’s what ...
SpaceX's $1.75 trillion IPO filing includes a plan to build AI chips in-house. Here's what that actually involves and what it ...
Intel’s stock has clawed back from the brink to new highs. But can the stock continue to rise? Some on Wall Street aren’t so ...
Tesla is pivoting to AI and custom silicon, aiming to end reliance on Taiwan and secure the U.S. auto supply chain's future ...
With earnings season now in full swing, the team takes a look at the latest results from Tesla and some of the most prominent ...
Intel's first anniversary under CEO Lip-Bu Tan comes as the stock has ripped to its highest level in nearly two years.
Intel (INTC) stock surged 24% after delivering Q1 EPS of $0.29 versus $0.01 estimates. AI server demand and Tesla foundry ...
Just two years ago, Intel's survival was an 'existential question.' Now the company is seeing new life. Intel CEO Lip-Bu Tan joined the chip maker in March 2025. Last August, just five months after ...