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Intel (INTC) and FPT Partner on AI-Driven Factory Optimization
Insider Monkey105d agoneutral
Intel (INTC) and FPT Partner on AI-Driven Factory Optimization

Intel Corporation (NASDAQ:INTC) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 28, 2026, Intel Corporation (NASDAQ:INTC) and FPT announced a strategic relationship to deliver an AI-driven factory optimization solution. The collaboration combines AI, simulation, and digital manufacturing technologies to reduce bottlenecks, speed up decision-making, and improve downtime recovery […]

Microchip And Intel Timing Modules Spotlight Data Center Valuation Questions
Simply Wall St.105d agoneutral
Microchip And Intel Timing Modules Spotlight Data Center Valuation Questions

Microchip Technology (NasdaqGS:MCHP) has introduced its MD-990-0011-B timing modules for data centers and 5G vRAN servers. The plug in modules are developed in collaboration with Intel and are designed to provide high precision synchronization. The new timing solution targets distributed AI, real time applications, and next generation telecom infrastructure that depend on low latency performance. For Microchip Technology, a long time supplier of microcontrollers and embedded solutions, this...

Intel Taps Qualcomm Veteran To Link PCs With Physical AI Growth
Simply Wall St.105d agoneutral
Intel Taps Qualcomm Veteran To Link PCs With Physical AI Growth

Intel (NasdaqGS:INTC) has hired former Qualcomm executive Alex Katouzian to lead its newly formed Client Computing & Physical AI Group. Katouzian brings decades of experience in mobile, compute, and AI hardware, including work on devices and platforms at Qualcomm. The move highlights Intel’s intent to push beyond traditional PC chips into AI hardware for robotics, autonomous systems, and next generation devices. For you as an investor, this role change comes as the chip industry focuses...

Elon Musk's SpaceX submits plans for $55B Terafab chip facility
Yahoo Finance Video105d agoneutralVIDEO
Elon Musk's SpaceX submits plans for $55B Terafab chip facility

Elon Musk's SpaceX (SPAX.PVT) has filed plans to invest $55 billion into building a Terafab facility in Texas, which will allow the company to produce in-house chips for its AI and robotics projects. Yahoo Finance Senior Autos Reporter Pras Subramanian dives into the details.

AMD stock surges as the chipmaker forecasts continued AI growth
Yahoo Finance Video105d agobullishVIDEO
AMD stock surges as the chipmaker forecasts continued AI growth

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders
Simply Wall St.106d agobullish
What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders

In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...