SemiPulse — Semiconductor Intelligence

Advanced Micro Devices: Moderate Revenue ExpansionAdvanced Micro Devices(AMD0.61%)primarily earns its revenue by designing and selling microprocessors, graphics processing units, and embedded processors for consumer, commercial, and enterprise computing markets.It announced an expanded infrastructure partnership withMeta Platformsin February 2026, and it reported an approximately 13% net income ma

Semiconductor Industry Revenue Growth Artificial Intelligence GPU NVIDIA AMD Data Center Computing Hardware

Apple-Intel Foundry Deal Could Reshape U.S. Chip Manufacturing

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eetimes.com 2026-05-12

The reported agreement may just represents a symbolic hedge against TSMC concentration.

Apple Intel Foundry Semiconductor Manufacturing U.S. Chip Industry AI Chips TSMC Advanced Process Technology

Here are Tuesday's biggest analyst calls of the day: Nvidia, Broadcom, Tesla, Lowe's, Disney, Intel & more - CNBC

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www.cnbc.com 2026-05-12 CNBC

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Why Intel and Other Chip Stocks Are Down After Hitting Record Highs - Barron's

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www.barrons.com 2026-05-12 Barron's

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China's next-gen CPUs and GPUs prepare to challenge Intel Alder Lake and AMD RX 550 in 2027

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tomshardware.com 2026-05-12 Zhiye Liu

Loongson has provided updates on the company's upcoming 3B6600 processor and 9A1000 graphics card during its 2025 annual and 2026 Q1 earnings calls.

Loongson CPU GPU Chinese chip 3B6600 9A1000 processor architecture performance comparison

These stocks are today’s movers: Intel, Micron, GitLab, ZoomInfo, AST SpaceMobile, Plug Power, and more - MSN

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www.msn.com 2026-05-12 MSN

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These Stocks Are Today’s Movers: Intel, Micron, GitLab, ZoomInfo, AST SpaceMobile, Plug Power, and More - Barron's

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www.barrons.com 2026-05-12 Barron's

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TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push - digitimes

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www.digitimes.com 2026-05-12 digitimes

TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators.The article requires paid subscription.Subscribe Now

TSMC SK Hynix Intel 2.5D packaging AI accelerators Advanced packaging Semiconductor supply chain CoWoS

Apple-Intel Chip Deal Could Trigger €4.6 Billion Equipment Frenzy, With ASML Set to Cash In, Says BofA - Wccftech

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wccftech.com 2026-05-12 Wccftech

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[News] MediaTek Reportedly Adopts Dual Packaging Strategy With Intel EMIB, TSMC CoWoS for AI ASIC Push - TrendForce

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www.trendforce.com 2026-05-12 TrendForce

HomeNews

MediaTek TSMC Intel AI chip ASIC Packaging technology EMIB CoWoS

AI Chip Rotation 2026: Should You Trim Nvidia, Buy Intel and AMD? - Gotrade

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www.heygotrade.com 2026-05-12 Gotrade

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Up 377%, Is Intel Proving Why It Was a Mistake for Nvidia to Replace Intel in the Dow Jones Industrial Average? - The Motley Fool

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www.fool.com 2026-05-12 The Motley Fool

WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o

Intel NVIDIA Dow Jones Industrial Average Semiconductor Industry AI Chips Chip Manufacturing Market Valuation Investment Analysis