Intel Corporation (INTC)
TSMC's $100B U.S. Investment Leaves Intel On The Sidelines
TSMC's $100B U.S. expansion secures semiconductor supply chains, strengthens U.S. tech leadership, and mitigates geopolitical risk, establishing Arizona as the new hub for advanced chip manufacturing. With projected 30% EPS growth in FY 2025 and 20% in FY 2026, TSMC trades near its five-year average valuation, offering a compelling risk-reward profile. My 2026 PT implies a 27.78% upside. This investment de-risks TSMC's geographic exposure, enhances AI and robotics development, and cements its dominance as the world's most advanced semiconductor foundry. A long-term buy.
Intel Panther Lake Delay Pushes Key Notebook Launch To 2026
U.S. chipmaker Intel Corp INTC stock is trading lower on Tuesday. Based on his industry survey, KGI Securities analyst Ming-Chi Kuo noted that Intel has postponed the mass production timeline for Panther Lake (PTL) from early September 2025 to the mid-fourth quarter of 2025.
Why Intel Stock Is Sinking Today
Intel (INTC -4.27%) stock is selling off again in Tuesday's trading. The semiconductor company's share price was down 4.5% as of 3 p.m.
TSMC Faces Pressure to Keep Some Chip Tech in Taiwan. What That Means for Intel.
Taiwan Semiconductor Manufacturing has pledged $100 billion in U.S. investment but it's not necessarily bad news for Intel.
Intel: 18A Is Now Ready For Customer Project, Reiterate Buy
Intel's 18A process node is ready for customer projects, promising 15% better performance per watt and 30% better chip density than Intel 3. Intel's Xeon 6 processors have been adopted by major partners like Dell, AT&T, and Cisco, strengthening its AI and data center market position. Despite recent revenue declines, Intel aims for 6% future growth driven by client computing, data center, AI, and foundry segments.
U.S. Chipmaking Industry In Focus With TSMC, Intel News
TSMC pledged to invest at least $100 billion more in U.S. chip manufacturing plants over the next several years. The post U.S. Chipmaking Industry In Focus With TSMC, Intel News appeared first on Investor's Business Daily.
Why Intel Stock Sank After Surging Today
Intel (INTC -4.17%) stock saw some big swings and closed the day in the red in a tough session for the tech sector. The company's share price fell 4.2% in the day's trading, despite having been up as much as 5.5% earlier in the session.
Massive News for Intel Stock Investors
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Intel's divisions in spotlight as TSMC, Broadcom circle
Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the storied American chip giant.
3 Chip Stocks in the Spotlight to Kick Off March
Ever in focus, semiconductor stocks Nvidia Corp (NASDAQ:NVDA) and Broadcom Inc (NASDAQ:AVGO) are in focus today amid reports the companies are running manufacturing tests with Intel (NASDAQ:INTC).
Intel's stock is rising — and this time it's not because of sale rumors
Nvidia and Broadcom reportedly are testing Intel's manufacturing technology. That's a potentially encouraging signal for the business.
Intel Stock Rises as Nvidia, Broadcom Emerge as Potential Manufacturing Customers: Report
Chip designers Nvidia and Broadcom are running tests on Intel's 18A manufacturing process, Reuters reported on Monday.
