Intel has rapidly grown its custom ASIC business, exiting 2025 at a $1 billion run rate. Soaring demand for networking AI chips has driven much of the demand. This is a $100 billion market opportunity ...

Intel reported fourth-quarter earnings that beat Wall Street expectations but offered soft guidance for the current quarter. The company provided guidance for first-quarter revenue and earnings per ...

Intel's rally lifted the stock to its highest in four years. Heading into the chipmaker's quarterly earnings report on Thursday, the shares are up more than 140% in the past year. Wall Street has ...

Intel faces significant supply constraints for its upcoming Core Ultra Series 3 Panther Lake and Nova Lake PC chips, with the company prioritizing higher-margin data center processors instead. PCWorld ...

DigiTimes Asia reports Apple and Nvidia may be prepared to partner with Intel. Both tech giants may view Intel's foundries as a way to diversify their supply chains away from TSMC. Even Apple and ...

Here’s what could happen to Intel shares next. Intel's Q1 guidance disappointed investors; its stock dropped 17.03% to $45.07. Yield issues persist for Intel’s 18A node. Bank of America reset its ...

Intel shares plunged by as much as 17% on Friday after the chipmaker admitted it was struggling to meet demand for its high-powered AI chips. The Santa Clara, Calif.-based firm, which makes chips ...

It has once again been rumored that Apple might revive its chipmaking partnership with Intel, but the chips would be designed by Apple rather than Intel. In a research note today, obtained by ...

Intel reported its earnings for the fourth quarter of 2025 yesterday, and the news both for the quarter and for the year was mixed: year-over-year revenue was down nearly imperceptibly, from $53.1 ...

Intel shares slid 17% Friday, a day after the chipmaker told investors it hadn’t allocated enough production capacity to meet booming demand from data centers. “Revenue would have been meaningfully ...

Intel may take on a limited role in manufacturing and packaging NVIDIA's next-next-generation GPUs, according to a report from DigiTimes Asia. Citing supply chain sources, DigiTimes reports that ...

Execution risks remain Intel's core vulnerability, especially with recent stock gains underpinned by external validation rather than tangible operational progress. As discussed in my previous coverage ...