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April 24 (Reuters) - U.S. chip stocks soared to record highs on Friday as Intel's unexpectedly strong revenue forecast reinforced...
Apr 24, 2026
S
Golden age! :)
Apr 24, 2026
K
But even there, it seems like their focus has significantly narrowed, which is probably a good thing. Seems like FPGA and SSE AI support...
Apr 24, 2026
K
Musk is looking more and more like Hugo Drax, the villain from the worst Bond film ever. Putting many heavy payloads into space so he...
Apr 24, 2026
F
LBT: Now clearly, we really drive the yield improvement. We see a very nice yield improvement on the 18A. The 14A, we already have the...
Apr 24, 2026
M
Interesting call. The 10Q has some details on the ireland agreement and why it needed to be ended. The financial impacts show up in Q2...
Apr 24, 2026
C
I think you are confusing some comments like I did until I was corrected last week.
1) Terafab in Texas is not a terafab. it is an R&D...
Apr 24, 2026
A
BIDEN's Chip Act and Trump's implementation prevents INTEL from splitting off the Foundry unit in a legally independent entity. Foundry...
Apr 24, 2026
It's possible he said about landing not returning back so he just have to land the spacecraft even If it turns to ashes.
Apr 24, 2026
More from LBT in the Intel earnings call today. Just touches on Terafab but sounds like 14A is going about as well as one could hope...
Apr 24, 2026
J
Musk have kind of monopoly in LEO communication which is critical in modern warfare (Ukraine). Dow probably can't replace it so they...
Apr 24, 2026
News Summary
- First-quarter revenue was $13.6 billion, up 7% year-over-year (YoY).
- First-quarter earnings (loss) per share (EPS)...
Apr 24, 2026
LPDDR-based SOCAMM2 chipset, including new Voltage Regulators and SPD Hub, supports AI data center performance scaling in a low-power...
Apr 24, 2026
B
BIDEN's Chip Act and Trump's implementation prevents INTEL from splitting off the Foundry unit in a legally independent entity. Foundry...
Apr 23, 2026
Daniel Nenni posted the thread US Chipmakers Hit Record Highs as Intel Turbocharges AI Rally in SemiWiki Main Forum ( Ask the Experts! ).April 24 (Reuters) - U.S. chip stocks soared to record highs on Friday as Intel's unexpectedly strong revenue forecast reinforced...
Haha.
I think you are confusing some comments like I did until I was corrected last week. 1) Terafab in Texas is not a terafab. it is an R&D...
Like.
BIDEN's Chip Act and Trump's implementation prevents INTEL from splitting off the Foundry unit in a legally independent entity. Foundry...
Xebec reacted to siliconbruh999's post in the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage? with
News Summary - First-quarter revenue was $13.6 billion, up 7% year-over-year (YoY). - First-quarter earnings (loss) per share (EPS)...
