In 2024, Intel’s stock declined by 60%, and the company fell from first to second place on Gartner’s list of top global ...

Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

Intel CEO Lip-Bu Tan is considering a significant shift in the company's chip manufacturing strategy to attract major clients ...

Explore Intel Corporation's accelerated Foundry roadmap shift and its impact on execution risks. Click for my update on ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

At its Intel Foundry Direct Connect 2025 event in April, Intel announced it is working closely with lead customers on its upcoming 14A process, which is expected to deliver a 15–20% performance gain ...

Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A ...

TSMC, which is the world's largest contract chipmaker, also got a boost from reports that Intel's recently appointed CEO was ...

Intel Corp. may potentially be eyeing a new strategy for its foundry business, writing off its 18A and 18A-P manufacturing processes and focusing more resources on its future edge chipmaking process, ...

Intel's CEO is contemplating a significant shift in the company's chip manufacturing strategy, potentially impacting its ...

The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.