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Foundry

Everything we've published tagged foundry.

Google Just Gave Intel's Biggest Bet a Stamp of Approval
INTCTSMASML

Google Just Gave Intel's Biggest Bet a Stamp of Approval

Alphabet will use Intel's factories to build over 3 million AI chips — and the ripple effects go far beyond one stock.

Jun 8, 2026semiconductors
Intel Lost $3.7 Billion — and the Stock Jumped 24%
INTCAMDSMH

Intel Lost $3.7 Billion — and the Stock Jumped 24%

Why the market cheered Intel's worst-looking quarter in years, and what it means for chips, AI, and the turnaround trade.

Apr 26, 2026semiconductors
Intel Just Had Its Best Day in Decades. The Stock Is Up 87% in a Month. Now What?
INTCAMDAMAT

Intel Just Had Its Best Day in Decades. The Stock Is Up 87% in a Month. Now What?

A massive earnings beat, a $14.2 billion factory buyback, and a stock that's gone from left-for-dead to market darling — here's the domino chain most people aren't seeing.

Apr 25, 2026semiconductors
Intel Just Had Its Best Day in Decades — Here's What Falls Next
INTCAMDSOXX

Intel Just Had Its Best Day in Decades — Here's What Falls Next

A 23.6% single-day surge looks like a turnaround story, but the dominoes it sets off across chips, equipment makers, and Intel's own balance sheet tell a more complicated story.

Apr 24, 2026semiconductors
Foundry — Domino Research