Intel Corp (INTC)

Intel's custom chip business is taking off.

As of January 26, 2026, the global fight against digital disinformation has reached a decisive turning point. A consortium of researchers from top-tier academic institutions and Silicon Valley giants has unveiled a new generation of "Universal Detectors" capable of identifying AI-generated video and audio with a staggering 98% accuracy. This breakthrough represents a monumental shift [...]

In a move that underscores the insatiable appetite for artificial intelligence infrastructure, ByteDance, the parent company of TikTok, has reportedly finalized a staggering $14.3 billion (100 billion yuan) order for high-performance AI chips from NVIDIA (NASDAQ: NVDA). This procurement, earmarked for the 2026 fiscal year, represents a significant escalation from the $12 billion the social [...]

In a move that underscores the escalating stakes of securing the world’s artificial intelligence infrastructure, Axiado Corporation has secured $100 million in a Series C+ funding round. Announced in late December 2025 and currently driving a major hardware deployment cycle in early 2026, the oversubscribed round was led by Maverick Silicon and saw participation from [...]

In a move that signals the next aggressive phase of the artificial intelligence arms race, NVIDIA Corporation (NASDAQ: NVDA) announced on January 26, 2026, a massive $2 billion equity investment in CoreWeave (NASDAQ: CRWV). This strategic maneuver effectively doubles Nvidia’s stake in the specialized cloud provider, positioning both companies

The artificial intelligence landscape reached a historic turning point this January as NVIDIA (NASDAQ: NVDA) confirmed the full-scale global shipment of its "Blackwell" architecture chips, a move that has already begun to reshape the compute capabilities of the world’s largest data centers. This milestone arrives on the heels of NVIDIA’s staggering Q3 fiscal year 2026 [...]

As of January 2026, the semiconductor industry has reached a critical sustainability inflection point. The explosive global demand for generative artificial intelligence has catalyzed a construction boom of "Mega-Fabs"—gargantuan manufacturing facilities that dwarf previous generations in both output and resource consumption. However, this expansion is colliding with a sobering reality: global power demand for data [...]

The world of semiconductor manufacturing has reached a historic inflection point. As of January 2026, the industry has officially moved beyond the constraints of traditional transistor scaling and entered the "Angstrom Era," defined by a radical architectural shift known as Backside Power Delivery (BSPDN). This breakthrough, led by Intel’s "PowerVia" and TSMC’s "Super Power Rail," [...]

In a definitive move that marks the end of the traditional organic substrate era, the semiconductor industry has reached a historic inflection point this January 2026. Following years of rigorous R&D, the first high-volume commercial shipments of processors featuring glass-core substrates have officially hit the market, signaling a paradigm shift in how the world’s most [...]

As of January 26, 2026, the global semiconductor race has officially entered its most expensive and technically demanding chapter yet. The first wave of high-volume manufacturing (HVM) using ASML Holding N.V. (NASDAQ:ASML) High-Numerical Aperture (High-NA) Extreme Ultraviolet (EUV) lithography machines is now underway, marking the definitive start of the "Angstrom Era." These massive systems, costing [...]

The personal computer is undergoing its most radical transformation since the transition from vacuum tubes to silicon. As of January 2026, the "AI PC" is no longer a futuristic concept or a marketing buzzword; it is the industry standard. This seismic shift was catalyzed by a single, stringent requirement from Microsoft (NASDAQ:MSFT): the 40 TOPS [...]

As of January 2026, the artificial intelligence industry has reached a pivotal infrastructure milestone: the definitive transition from copper-based electrical interconnects to light-based communication. For years, the "Copper Wall"—the physical limit at which electrical signals traveling through metal wires become too hot and inefficient to scale—threatened to stall the growth of massive AI models. Today, [...]

The high-performance computing landscape has reached a historic inflection point in early 2026, as the open-source RISC-V architecture officially shatters the long-standing duopoly of ARM and x86. What began a decade ago as an academic project at UC Berkeley has matured into a formidable industrial force, driven by a global surge in demand for "architectural [...]

In a move that fundamentally redraws the map of the global technology sector, the United States and Taiwan officially signed the “Agreement on Trade & Investment” on January 15, 2026. Dubbed the “Silicon Pact” by industry leaders, this landmark treaty represents the most significant restructuring of the semiconductor supply chain in decades. The agreement aims [...]

As of January 26, 2026, the semiconductor landscape has reached a historic inflection point that many industry veterans once thought impossible. Intel Corp (NASDAQ:INTC) has officially entered high-volume manufacturing (HVM) for its 18A (1.8nm) process node, successfully completing its ambitious "five nodes in four years" roadmap. This milestone marks the first time in over a [...]

As of January 26, 2026, the semiconductor industry has officially entered a new epoch known as the "Angstrom Era." Taiwan Semiconductor Manufacturing Company (TSM: NYSE) has confirmed that its next-generation 2-nanometer (N2) process technology has successfully moved into high-volume manufacturing, marking a critical milestone for the global technology landscape. With mass production ramping up at [...]

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 3.7% in the morning session after an analyst at Cantor Fitzgerald increased their price target on the stock. 

The semiconductor industry was served a cold glass of reality this week as Intel Corporation (NASDAQ: INTC) saw its market value crater by more than 17%, wiping out approximately $31 billion in market capitalization in a single trading session. The sell-off, triggered by a combination of dismal forward-looking guidance and

As the Federal Open Market Committee (FOMC) prepares to convene for its first meeting of 2026 on January 27-28, the financial world is bracing for a delicate balancing act. Federal Reserve Chair Jerome Powell, entering the twilight of his tenure before his term expires in May, faces an economy invigorated

As of January 26, 2026, the landscape of high-performance computing has been irrevocably altered by the rise of generative artificial intelligence. At the heart of this transformation sits Super Micro Computer, Inc. (NASDAQ: SMCI), a company that has experienced one of the most volatile and high-stakes corporate journeys in modern Silicon Valley history. Once a [...]

As of late January 2026, the United States is witnessing its most significant industrial transformation since the post-war era. What started as a policy debate over technical tax accounting has ballooned into a full-scale "Manufacturing Renaissance," fueled by the landmark One Big Beautiful Bill Act (OBBBA) signed into law in