Intel’s mooted plan to push key foundry work from its coming 18A manufacturing node to a later 14A process would not meaningfully affect earnings over the next two years, Morgan Stanley (NYSE:MS) said ...

The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.

After falling for six straight sessions, Tesla (TSLA) broke the losing streak on Tuesday. Markets ignored CEO Elon Musk’s ...

Taiwan Semiconductor hits a 52-week high as AI chip demand surges, earnings soar, and valuation still leaves room for upside.

TSMC’s U.S. expansion plans received a boost from newly enhanced tax incentives, which could ease the long-term profitability burden of its Arizona chip fabrication plants, according to Morgan Stanley ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

In a report from Nikkei, the company may also be mulling a return to more cutting-edge semiconductors by working with Intel ...

Intel Corp. may potentially be eyeing a new strategy for its foundry business, writing off its 18A and 18A-P manufacturing processes and focusing more resources on its future edge chipmaking process, ...

Been some time since Leo did a 'Leo Says' - but he put together this article discussing Intel Nodes and details on what has ...

Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

Intel's CEO is contemplating a significant shift in the company's chip manufacturing strategy, potentially impacting its ...