Nvidia, Intel and other Hot Chip stocks fall
Digest more
It announced the ARM AGI CPU on March 24, noting that it is the first time in its 35-year history that it will produce its own silicon. The company is targeting the agentic AI and inference markets, which require energy-efficient computing solutions.
Apple using Intel to manufacture some of its processors appears to have gone from rumor to reality at light speed. Following news earlier this month that the two companies were in discussions, supply chain export Ming-Chi Kuo now says that Apple has kicked off test runs for systems-on-chip built on Intel's 18A-P process.
Intel has attracted business from distinguished external clients. Its manufacturing properties in the United States are increasingly being regarded as
Intel is quietly manufacturing chips for Apple's iPhones, iPads, and Macs — but only legacy and mid-range processors, not the advanced silicon TSMC still dominates.
2don MSN
Why Intel Stock Slumped Today
The AI data center market is growing -- for everybody but Intel.
AI data centers are competing with consumers for the same processors, pushing prices up across the market. Intel just went in the opposite direction, dropping the Core Ultra 7 270K to a record low on Amazon.
Analysts note 'buyer exhaustion' as well as market concerns about what the latest inflation data may mean for future data-center spending commitments Intel's stock closed down on Tuesday, alongside other semiconductor stocks. The excitement around Intel ...
Samsung, Intel and Taiwan Semiconductor are the only three companies in the world capable of manufacturing the most advanced chips needed for AI.
Apple and Intel reportedly reached an early chip manufacturing agreement that could reduce Apple’s TSMC reliance and boost Intel’s foundry ambitions.
AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking. AMD posted $10.25 billion in revenue powered by AI accelerators,
Cerebras slips after shares of the chip maker rallied 68% in their trading debut on Thursday.