Nvidia Just Dealt a Devastating Blow To Intel. Here's What It Means for Investors.

However, investors seem to be overlooking a potentially devastating assessment by Nvidia of Intel's new 18A process. Image ...
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Nvidia could use Intel’s foundry in 2028. Is it worth buying INTC stock now and waiting?

Semiconductor stocks have been volatile lately, and Intel (INTC) is no exception. After a strong rally in 2025, fueled by a ...

The Chip Technology That Finally Gives Intel an Edge Over TSMC

Intel was first to market with backside power delivery.
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Leo says EP.67 - Will Intel use TSMC N3 for Arrow Lake?

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are ...

Intel in focus as CFO buys stock, Nvidia may use it for some of its 2028 production

Nvidia may use Intel’s foundry (18A/EMIB) for parts of Feynman chips in 2028 while TSMC stays primary—see what it means for ...

3 Reasons to Buy Intel Stock Right Now

Panther Lake, booming demand for server CPUs, and the foundry opportunity line up to make Intel a strong buy.
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Intel rumored to use GDDR7 memory on its next-gen Arc GPU: Xe3 'Celestial' should be first

TL;DR: Intel is hiring a memory sub-system validation engineer to work on GDDR7 memory for its upcoming Arc Celestial GPUs, signaling a move to adopt GDDR7 technology in 2026. This aligns Intel's ...

Demand for Intel’s processors is apparently there, but the supply is not

Intel CFO David Zinsner indicated that Intel is “prioritizing [its] internal wafer supply to data center” and having more of ...