๐ข ๐๐๐๐ ๐๐: First Windows Pcs Powered by Nvidia Chips to Debut Next Week - Axios - $Microsoft(MSFT.US) $NVIDIA(NVDA.US) $Intel(INTC.US) $Arm(ARM.US) $Apple(AAPL.US)
To be fair Trump did tell everyone to buy $Dell Tech(DELL.US), multiple times this year.
He did go out and buy $1-$5M worth of Dell stock himself after allโฆ But should have seen this coming with Dell b.........
๐ข ๐๐๐๐ ๐๐: China's ByteDance is developing new AI chips - The Information - $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US)
โค ByteDance is developing new Ai chip for inference, similar to Groqโs ......
๐ข ๐๐๐๐ ๐๐: EU Plans Chips Act Relaunch, Seeks โฌ120 Billion By 2035 To Rebuild Semiconductor Industry - $NVIDIA(NVDA.US) $AMD(AMD.US) $ASML(ASML.US) $Taiwan Semiconductor(TSM.US) $Intel(INTC.US)......
...๐ข ๐๐๐๐ ๐๐: $Intel(INTC.US) Intel Launches ๐๐ซ๐ ๐-๐๐๐ซ๐ข๐๐ฌ GPUs for Handheld Gaming PCs
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Intel unveils new ๐๐ซ๐ ๐-๐๐๐ซ๐ข๐๐ฌ processors for handheld g.....................
Synopsys QApr26
- FY26 revenue guidance was raised by $55 million at the midpoint- IP turns the corner after 3 straight quarters of decline- Assumes no IP upside from Intel 18A/14A evals in FY26 guidan............
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Wolfe Sees AI Driving ๐๐% CPU Market Growth Through ๐๐๐๐ - $AMD(AMD.US) $Intel(INTC.US) $Arm(ARM.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Wolfe forecas.......................................ABF substrate supplier Kinsus Interconnect said order visibility now extends to 2029, media report, adding it finalized a 3-year capex plan at NT$23.5 billion (US$750M), including NT$8 billion this ye............
UMC and Intel will have their jointly developed 12nm FinFET process in mass production in 2027 at Intel Arizona, media report, adding UMC sees a stronger 2nd half 2026 via price hikes on some processe.........