The Latest Breaking News from Foundry

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel reportedly has bagged a massive order to make Google's TPUs.

Barchart · Jun 9

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

Could Intel's Foundry efforts be starting to pay off?

PC Gamer · Jun 9

Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revival

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 2028. Nvidia is also testing Intel’s advanced 18A process. As TSMC faces capacity pressure, Intel Foundry is emerging as a serious AI manufacturing contender.

The Economic Times · Jun 8

Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

MarketBeat · May 25

Microsoft And Uber AI Bills Mount: Workers Urged To Stop Using Claude As Costs Bite

Tech companies like Microsoft and Uber are scaling back AI adoption due to high computing costs, despite initial enthusiasm for machine learning integration.

International Business Times UK · May 24

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

Barchart · Apr 27

AI Agents Will Likely Clip Palantir’s Wings, Creating a Critical Test Ahead for PLTR Stock

As the AI market shifts from blind faith to strict numbers, Palantir faces a critical "time window" of leadership. Here's why autonomous AI agents from Microsoft and Google could soon clip the company's growth wings and force a massive valuation rethink.

Barchart · Apr 27

Rumours suggest Nvidia's next-next gen Fenyman AI GPUs will use Intel Foundry tech for some of the components

Green and blue, in harmony once more.

PC Gamer · Apr 27

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

Tom’s Hardware · Apr 24

Intel Hit Its Highest Price in 25 Years. Here's Why It Will Make a New All-Time High

Intel’s year-to-date stock performance, alongside its strategic moves in data centers and foundry operations, sets up the chipmaker to make new all-time highs as it focuses on the ongoing AI boom.

Barchart · Apr 20