As of January 1, 2026, Intel Corporation (NASDAQ: INTC) stands at the most critical juncture in its 58-year history. Once the undisputed king of the semiconductor world, the Silicon Valley giant spent the early 2020s in a high-stakes battle for relevance, nearly succumbing to manufacturing delays and the rise of fabless competitors. However, following a [...]
The landscape of autonomous systems underwent a seismic shift this week as Mobileye (Nasdaq: MBLY) officially announced its acquisition of Mentee Robotics during the 2026 Consumer Electronics Show (CES) in Las Vegas. The deal, valued at approximately $900 million, signals a bold pivot for the Jerusalem-based tech giant, moving beyond
As of late 2025, Intel Corporation (Nasdaq: INTC) finds itself in the midst of one of the most significant industrial turnarounds in American history. Once the undisputed king of semiconductors, the Santa Clara giant entered 2025 fighting for its survival following a disastrous 2024 that saw its valuation crater and its strategic direction questioned by [...]
The first week of 2026 has delivered a definitive signal to Wall Street: the era of cautious corporate hoarding is over. Led by a bold $900 million strategic acquisition by Mobileye Global Inc. (Nasdaq: MBLY), the technology and automotive sectors are entering a phase of aggressive consolidation dubbed "The Great
LAS VEGAS — On the opening day of the 2026 Consumer Electronics Show (CES), Mobileye Global Inc. (NASDAQ: MBLY) sent shockwaves through the technology and automotive sectors. The Jerusalem-based autonomous driving pioneer announced a pivot into the burgeoning field of "physical AI" through a $900 million acquisition of humanoid robotics startup
In a move that signals the end of the era of the "simple" electric vehicle, Rivian (NASDAQ:RIVN) has officially entered the high-stakes world of custom semiconductor design. At its inaugural Autonomy & AI Day in Palo Alto, California, the company unveiled the Rivian Autonomy Processor 1 (RAP1), a bespoke AI chip engineered to power the [...]
A U.S. automaker plans to include Mobileye’s Surround ADAS as standard equipment on a wide range of mainstream and premium vehicles built on software-defined platforms.
The automotive industry has officially crossed the rubicon from mechanical engineering to high-performance silicon, as cars transform into "computers on wheels." In a landmark announcement on January 2, 2026, Tesla (NASDAQ: TSLA) and Samsung Electronics (KRX: 005930) finalized a staggering $16.5 billion deal for the production of next-generation A16 compute chips. This partnership marks a [...]
Autonomous driving technology company Mobileye (NASDAQ:MBLY) announced better-than-expected revenue in Q3 CY2025, with sales up 3.7% year on year to $504 million. The company’s full-year revenue guidance of $1.87 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.
The automotive semiconductor industry has officially moved past the era of scarcity, entering a transformative phase where the vehicle is no longer a machine with computers, but a computer with wheels. As of December 2025, the market has not only recovered from the historic supply chain disruptions of the early 2020s but has surged to [...]
Waymo is in expansion mode as competitors fail to get fully autonomous vehicles (without a safety driver) on the road. In this podcast, Motley Fool contributors discuss Waymo's approach and whether there's a sustainable lead in autonomy.
General Motors (NYSE: GM) is undergoing a profound strategic overhaul of its technology divisions, signaling a significant shift in its pursuit of digital growth and innovation. The automotive giant is recalibrating its focus from the capital-intensive robotaxi business to a more disciplined and integrated approach centered on advanced driver-assistance systems (ADAS), proprietary in-vehicle software, and [...]
Tesla's (NASDAQ: TSLA) Full Self-Driving (FSD) technology is once again at the epicenter of market speculation and intense scrutiny, fueled by ambitious pronouncements from CEO Elon Musk and looming regulatory deadlines. As of November 25, 2025, the electric vehicle giant is navigating a complex landscape of technological advancement, regulatory hurdles,
UBS Group has subtly shifted its outlook on indie Semiconductor (NASDAQ: INDI), raising its price target from $4.50 to $5.00. This adjustment, while modest and accompanied by a maintained "Neutral" or "Hold" rating, signals a nuanced perspective from the financial giant. It suggests a cautious optimism regarding indie Semiconductor's long-term potential within the burgeoning automotive [...]
In a significant leap forward for high-precision optical sensing and industrial applications, Texas Instruments (NASDAQ: TXN) has introduced the LMH13000, a groundbreaking high-speed, voltage-controlled current driver. This innovative device is poised to redefine performance standards in critical technologies such as LiDAR, Time-of-Flight (ToF) systems, and a myriad of industrial optical sensors. Its immediate significance lies [...]
Elon Musk, the visionary CEO of Tesla (NASDAQ: TSLA), recently hinted at a potential, groundbreaking partnership with Intel (NASDAQ: INTC) for the production of Tesla's next-generation AI chips. This revelation, made during Tesla's annual shareholder meeting on Thursday, November 6, 2025, sent ripples through the tech and semiconductor industries, suggesting a future where two titans [...]
The age of autonomy isn't a distant dream; it's unfolding now, powered by an unseen force: advanced semiconductors. These microscopic marvels are the indispensable "brains" of the autonomous revolution, immediately transforming industries from transportation to manufacturing by imbuing self-driving cars, sophisticated robotics, and a myriad of intelligent autonomous systems with the capacity to perceive, reason, [...]
The automotive industry is in the midst of an unprecedented transformation, with semiconductors emerging as the undisputed architects of modern vehicle technology. As of November 2025, these critical components are driving a revolution in vehicle electrification, autonomous capabilities, connectivity, and intelligent user experiences. The immediate significance of chip advancements and stable supply chains cannot be [...]
