INTCIntel

Ranked by relevance and recency.

• 🔥🔥🔥#1Impact2.96%bearishDirectAn Nvidia Move Just Put AMD and Intel on the Defensive28d ago

  Intel, already lagging in process technology and AI positioning, faces further erosion of long-term pricing power and share in its core x86 CPU business

  Impact chain →

  Also named: NVDA · AMD · TSM · ARM

• 🔥🔥#2Impact2.53%bullishDirectWall Street Breakfast Podcast: SK Hynix Eyes U.S. Memory Play-Report22d ago

  If Intel's idle fabs—former NAND/memory lines—are leased to or co-developed with SK Hynix, it could bring incremental foundry revenue to a loss-making Intel and ease underutilized capacity

  Impact chain →

  Also named: SKHY · MU · AMAT · LRCX

• 🔥#3Impact2.2%bullishDirectSK Hynix in talks with Intel about deal to make memory chips in the US for the first time, sources say22d ago

  Intel Foundry has lacked marquee external clients; an SK Hynix tie-up is a key validation, though talks are early-stage and don't alter near-term losses.

  Impact chain →

  Also named: SKHY · MU · 005930.KS

• #4Impact1.92%bearishDirectAMD Is Eating Intel's Lunch23d ago

  The article highlights continued share loss in servers and PCs, with margins and profitability already trailing AMD, underscoring a structural competitive disadvantage

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  Also named: AMD · TSM · SMCI

• #5Impact1.75%bullishDirectNvidia Just Invited a Rival Chipmaker Into Its Own Racks. Here's Why23d ago

  Nvidia's continued adoption of Intel's custom x86 CPUs for NVLink racks validates Intel's foundry and design roadmap, though the incremental boost is modest since the tie-up was disclosed weeks ago

  Impact chain →

  Also named: NVDA · AMD · ARM · TSM

• #6Impact1.55%bearish2nd-orderHow TSMC is Advancing its A14 Technology Roadmap for AI Transformation41d ago

  TSMC's widening node lead narrows Intel Foundry's window to catch up with 18A/14A

  Impact chain →

  Also named: TSM · 005930.KS · ASML · AMAT · LRCX · NVDA

• #7Impact1.3%bullishDirectNvidia has built a $99 billion equity portfolio from almost scratch in 2 years34d ago

  Nvidia's roughly $5B stake is highlighted again, offering external capital validation for Intel's foundry turnaround narrative

  Impact chain →

  Also named: NVDA · ARM · SNPS · NBIS · CRWV · ORCL

• #8Impact1.26%bullishDirectIntel Could Be Set to Raise Prices, Again. The Stock Is Soaring30d ago

  The stock has already surged on the pricing news; remaining upside is limited but successful price hikes would help lift the current 34.8% gross margin and offset the net loss

  Impact chain →

  Also named: AMD · MU · DELL · HPQ · 9992.HK

• #9Impact1%bearishDirectAI Memory Costs Continue to Explode — And It's About to Get a Lot Worse20d ago

  Rising bundled memory costs on Intel's client and server platforms further erode an already-negative bottom line

  Impact chain →

  Also named: 000660.KS · MU · 005930.KS · DELL · HPQ

• #10Impact0.86%bullishDirectNvidia becomes one of world's biggest strategic tech backers as equity investments soar to $99 billion34d ago

  Nvidia's roughly $5B strategic investment is viewed as a vote of confidence in Intel's manufacturing and foundry turnaround.

  Impact chain →

  Also named: CRWV · NBIS · SOUN · NVDA · AMD