Tag
foundry
7 articles
Intel's Foundry Gamble Unravels as Data Center Demand Devours 18A Capacity
A 45 percent stock collapse in October forces Intel to cannibalize its most advanced fab for legacy chips, threatening the credibility of its bid to win external foundry customers.
Intel's Ohio Fab Slips to 2030: The Customer Problem That Delays Won't Solve
Intel installed structural steel at its Ohio fabrication plant this week, but the facility won't open until 2030—five years late—and the company has yet to land a single major customer for its advanced chips
Intel's 220% Rally Hits Valuation Wall at $150 Target
Data center strength and the Apple foundry deal mask an 81x forward multiple that makes a year-end $150 price target a long shot.
Samsung Delays 1.4nm Chips to 2029, Bets on 2nm Dominance
Samsung is pushing its 1.4nm node to 2029 and doubling down on 2nm refinement to compete for AI chip orders while adopting High-NA EUV for 1nm production by 2030.
Samsung Raises Foundry Prices 15% as TSMC Capacity Squeeze Shifts Economics
Samsung's 4nm and 5nm wafer prices jumped 10-15% in July, marking the first time the loss-making foundry division could raise prices instead of compete on cost
SMIC Raises Chip Prices as AI Demand Strains Mature-Node Foundry Capacity
Taiwan industry reports peg this year's foundry price increases at 15-20 percent, with further hikes expected in 2027 as AI-driven wafer demand keeps utilization rates elevated.
Intel Jumps 14% as AI Foundry Strategy Draws Wall Street Support
Semiconductor giant hits fourth straight intraday high as investors bet on Gaudi chips and contract manufacturing push