Tag

#Semiconductor

5 articles

Intel Foundry lands its first named outside customer: Fortinet

Intel Foundry has secured its first named external customer, Fortinet, in a strategic move to showcase its manufacturing capabilities and compete in the custom chip market.

Jul 2112

business

Samsung’s $647bn home investment heads for the chip-starved southwest

Samsung is set to invest $647.5 billion in South Korea over the next decade, focusing on semiconductor development in the chip-starved southwest region. The move aims to bolster domestic production and global competitiveness in the tech sector.

Jun 2647

tech

AMD commits more than $10bn to Taiwan’s AI ecosystem with ASE, SPIL and Helios as the visible deliverables

AMD has pledged over $10 billion to Taiwan’s semiconductor ecosystem to support the development of AI infrastructure, including the upcoming Helios platform. The investment strengthens partnerships with local leaders like ASE and SPIL, aiming to scale advanced packaging and manufacturing capabilities.

May 2151

tech

In April 2025, Intel was trading at $18. Fourteen months later it hit an all-time high. The turnaround was not built by Intel alone.

Intel's stock surged from $18 in April 2025 to an all-time high, driven by strategic partnerships, particularly with Apple, and a renewed focus on AI and semiconductor innovation.

May 566

tech

Tesla raises 2026 capex to $25 billion

This article explains Tesla's $25 billion 2026 capex increase and its strategic implications for AI development, autonomous vehicles, and semiconductor manufacturing. It explores how capital expenditure decisions shape the future of AI infrastructure.

Apr 2295