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Intel raised $20 billion to fund aggressive foundry expansion as its 18A node scales with yields above 85%. Backed by Nvidia's $5 billion investment and early customer deals with Amazon and Microsoft…
Intel and ASML confirmed over one million wafers processed using High-NA EUV lithography for Panther Lake production. With rivals TSMC and Samsung delaying adoption until 2028–2030, Intel gains a mul…
Defiance ETFs filed a 2X short TSM fund alongside a long foundry ETF. Despite market hedging anxiety, TSMC raised 2026 capex to $64 billion and increased Arizona spending to $265 billion, underscorin…
Intel reports accelerated Q2 revenue and potential Google TPU packaging opportunities despite persistent foundry losses and high valuation. Meanwhile, Opendoor posts wider Q2 losses amid a housing ma…
GlobalFoundries posted strong Q2 FY2026 results with revenue up 9% sequentially, driven by 62% YoY growth in data-center/communications infrastructure demand. Raised 2026 outlook for silicon photonic…