For many months, AMD offered a special treat to enthusiasts wishing to run AI chatbot LLMs on their PCs: configurable VRAM that significantly improved performance. Now Intel can say the same. Bob Duffy,

Intel unveils USAI narrative: emphasizing over 50 years of US-based manufacturing, announces it's building AI agents for the US military.

Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with semiconductor giants Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) recently securing controversial export licenses to sell chips in China.

Seeking Alpha's roundup of statements, announcements and remarks that could impact the technology sector. Read more here.

Shares of Intel (NASDAQ: INTC) are soaring this week, up 24.1% as of 3:13 p.m. ET. The spike comes as the S&P 500 (SNPINDEX: ^GSPC) was up 1%, and the Nasdaq-100 was up 0.5%.

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MaxSun's upcoming Intel Arc Pro B60 Dual 48GB graphics card will cost $1200, with the dual-GPU rocking 48GB VRAM card to begin shipping next week.

TSMC's moat continues to be wide, as Intel's foundries future is uncertain, with no major customer for 14A yet, as 18A is only used internally.