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FORGOTTEN HISTORY: Intel foundry - Caught on Camera

Intel Advances Next Generation 18A-P Chip to Risk Production. This Is a Big Deal for INTC Stock.

Intel just cleared a major milestone in its race to reclaim manufacturing leadership. Here is what it means for the company and for the future of AI computing.

Barchart

Intel hires former SK hynix chief Lee Seok-hee to lead advanced packaging

Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced packaging and system integration efforts, a crucial area for Intel's push into next-generation AI systems. His extensive experience in high-scale technology and manufacturing is expected…

The Economic Times

Intel hires former SK hynix chief Seok-Hee Lee to lead Intel Foundry advanced packaging — company establishing section as 'focused business with dedicated leadership'

Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.

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Intel Stock Is Soaring: Why a $150 Price Target Could Be Within Reach in 2026

Intel is pursuing a two-pronged strategy, including expansion in AI and the development of a global contract manufacturing business that could reshape its long-term growth profile.

Barchart

Why Wall Street Loves Cadence Design Systems Stock Here

Wall Street is growing more bullish on Cadence as its latest Intel collaboration reinforces its position as a key enabler of next-generation semiconductors.

Barchart

Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI

Cadence's Agentic AI appears to be a positive game changer for its stock.

Barchart

Intel Is the Market's Most Mispriced AI Hedge

Intel's foundry pivot is gaining traction with hyperscalers like Google, signaling a fundamental shift in the AI chip supply chain.

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1 Intel Insider Just Sold Nearly 10% of His INTC Stock

Intel’s remarkable turnaround has fueled a massive rally, but a recent insider sale is giving investors a reason to look twice.

Barchart

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

Intel’s Big Rally Continues, But Much of the Optimism Is Already Priced In

Intel’s remarkable rally reflects growing investor confidence in the company’s turnaround efforts and its expanding role in the AI infrastructure boom.

Barchart

Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration

The rally followed a report claiming that SK is conducting R&D with Intel on 2.5D packaging using Intel's EMIB technology.

Tom’s Hardware

Intel Just Lost Its Chief Accounting Officer. Is That a Red Flag or a Nonissue for INTC Stock?

Sometimes such announcements would be bad news, but Intel says the chief accounting officer stepped down to take another career opportunity. How will this shake out?

Barchart

With Tesla and SpaceX Using Intel’s 14A, Is INTC Stock a Buy Now as Part of an Early Bet on Its Foundry Plans?

Tesla and SpaceX will use Intel 14A in its Terafab complex, becoming some of the first non-Intel customers of the Intel foundry.

Barchart

Intel Earnings Confirm CPU Demand Is Outpacing Supply, But Does the Company Really Have an Edge?

Donald Trump's investment in Intel was timely, but can Intel solve its execution problem?

Barchart

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Tom’s Hardware

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

Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors

Intel lures Shawn 'Seung Hoon' Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.

Tom’s Hardware

TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them'

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.

Tom’s Hardware

Intel reportedly in talks with Google and Amazon over advanced packaging — major customers could take advantage of EMIB-T later this year

Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.

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Intel buys back 49% stake in Ireland Fab Joint Venture — takes full control over Fab 34

In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.

PC Gamer

Intel Foundry exec leaves to head up Qualcomm's semiconductor biz as Intel shake-up continues

Intel has lost a few key execs over the past 18 months.

Tom’s Hardware

Intel Foundry boss leaves for Qualcomm — Naga Chandrasekaran takes charge of the unit

Naga Chandrasekaran promoted to Chief Technology and Operations Officer as well as the general manager of Intel Foundry responsible for development of advanced process technologies and day-to-day operations.

Tom’s Hardware

Intel shows off leading-edge tech with massive AI processor test vehicle — huge chip features four logic tiles, 12 HBM4 stacks, and 8X reticle size

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.

PC Gamer

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

International Business Times UK

Samsung Foundry Wins Trust Over Intel as Clients Eye Taylor Facility Shift

Samsung Foundry's Taylor facility is reportedly beating Intel Foundry to become the top US alternative to TSMC, attracting major clients for its 2nm process.

Tom’s Hardware

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

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