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Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround

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digitimes.com 2026-07-24

Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind it will prove, with the sharpest disagreement now centering on the still-unprofitable foundry business and a valuation that has already more than tripled this year.

Intel reportedly considers SK Hynix for Ohio fab partnership

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digitimes.com 2026-07-24

Intel is considering SK Hynix as a potential partner to help operate its delayed Ohio semiconductor project, Semafor reported, after the South Korean memory maker formally denied pursuing an acquisition of the site.

STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping

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digitimes.com 2026-07-24

STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings call that the full profitability recovery hinges on a manufacturing overhaul that will not finish before the end of 2027, and that its near-term ceiling is supply rather than demand.

AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending

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digitimes.com 2026-07-24

Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest bet — the contract manufacturing business — remains unproven.

Supply Chain Leaders’ New Math for Network Decisions

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eetimes.com 2026-07-24 Pablo Valerio

Gartner urges supply chain leaders to quantify daily operational friction, making network investments more resilient and easier to justify.

Supply Chain Management Supply Chain Adaptability Network Decision Making Operational Friction Cost Enterprise Strategy Cost Control Digital Transformation Risk Management

Zhen Ding expands Thailand capacity, deepens industry-academia ties to develop PCB, chip talent

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digitimes.com 2026-07-24

Major printed circuit board (PCB) manufacturer Zhen Ding Technology Group has been actively developing its manufacturing base in Thailand. The investment was launched in 2023 and began production in the third quarter of 2025, while also accelerating industry-academia collaboration and local talent development in the country.

NVIDIA and KAIST Launch Joint AI Research Lab in Seoul to Advance Agentic AI for Korea - Quiver Quantitative

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www.quiverquant.com 2026-07-24 Quiver Quantitative

NVIDIA (NASDAQ:NVDA) Shares Down 1.6% - What's Next? - MarketBeat

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www.marketbeat.com 2026-07-24 MarketBeat

AMD and Cerebras join forces against Nvidia’s Groq LPUs - The Register

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www.theregister.com 2026-07-24 The Register

Qnity Appoints Kate Dei Cas President of Semiconductor Technologies Segment - Morningstar

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www.morningstar.com 2026-07-24 Morningstar