Intel Corp (NASDAQ:INTC) looks ready for a second act — and this time, it might be playing under America's home-field advantage. With whispers growing louder that Apple Inc (NASDAQ:AAPL) could outsource production of its entry-level M-series chips to Intel by 2027, the stage seems set for a major realignment in global chip supply chains. Intel stock has been riding a four-month rally now, it’s longest such rally since 2021. The Apple deal, if it goes through, could supercharge the stock further up.Track INT ...

11月30日消息，据报道，英特尔前首席执行官帕特·基辛格（Pat Gelsinger）近日接受采访时，对当前人 工智能热潮提出不同看法。他认为，AI产业的快速膨胀可能因"量子技术的重大突破"而面临泡沫破裂， 并预言量子计算机将比市场预期更早成为主流。 量子计算将加速AI泡沫破裂 基辛格将传统运算、AI运算与量子运算并称为"运算领域的神圣三位一体"。尽管英伟达首席执行官黄仁 勋曾表示量子计算普及至少还需二十年，基辛格却认为这一进程可能仅需两年左右。 他进一步指出，AI泡沫虽不会立即破裂，但量子技术的突破将成为关键转折点，并预计当前AI产业依 赖的GPU芯片将在本世纪末前逐步被量子技术取代。 对微软与OpenAI合作的看法 （转自：电子技术应用ChinaAET） 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 回顾英特尔任职期间的困境 此外，基辛格也回顾了他在英特尔任职期间所面临的困境。他表示，接手公司时意识到英特尔已出 现"比想象中更深、更严重的衰败"。在他回任前的五年中，英特尔"没有任何产品准时交付"，基本工程 纪律严 ...

Core Viewpoint - Intel Corporation (NASDAQ: INTC) has shown significant stock performance, rising 10.28% to $40.56, driven by optimism regarding a potential supply deal with Apple Inc. for its lowest-end M-series chips in the next two years [1][2]. Group 1: Analyst Insights - Analyst Ming-Chi Kuo from TF International Securities noted improved visibility for Intel becoming an advanced-node supplier to Apple, indicating a positive shift in the industry landscape [2]. - Kuo highlighted that Apple intends to utilize Intel for its lowest-end M processor, which is essential for MacBook Airs and iPad Pros [2]. Group 2: Competitive Position - Despite the positive developments, Intel is still trailing behind its competitor, Taiwan Semiconductor Manufacturing Company (TSMC) [3]. - A partnership with Apple could enhance Intel's long-term outlook, especially following a $5 billion investment from Nvidia Corp. in September [3]. Group 3: Strategic Developments - The collaboration with Apple is expected to include joint development efforts in AI infrastructures and personal computing products, targeting various market segments including hyperscale, enterprise, and consumer [4].

Core Viewpoint - Intel has identified its foundry business as a crucial avenue for revitalization and growth in the competitive semiconductor industry [1] Group 1 - The company has long considered the foundry business as a strategic path to recovery [1]

Core Viewpoint - Chipsea Technology has successfully passed Intel's Platform Component List (PCL) certification for its EC chips, becoming the first mainland EC product to meet international industry standards and gain international recognition [1] Group 1: Certification and Standards - Chipsea's EC chips are now listed on Intel's PCL, indicating they meet Intel's new platform functionality and quality requirements, achieving international standards [1] - The certification allows Chipsea to enter the traditional computing ecosystem and meet the entry requirements of computer product customers [1] Group 2: Future Collaboration - The company plans to continue close collaboration with Intel, focusing on synergistic innovation between underlying chips and complete system solutions [1]

Core Viewpoint - The article discusses the potential technology leak involving former TSMC senior vice president Luo Wei-ren, who is suspected of taking critical 2nm process secrets to join Intel, raising concerns about intellectual property theft and national security [3]. Group 1: Incident Overview - Luo Wei-ren's assets worth over 2 billion were seized by Taiwanese authorities amid allegations of technology theft [1]. - The investigation includes searches of Luo's residences in Taipei and Hsinchu, where computers and USB drives were confiscated [3]. - The Taiwanese prosecutor's office has preliminarily identified Luo as a suspect in the theft of 2nm technology, which could lead to serious legal consequences under local laws [3]. Group 2: Legal Implications - According to Taiwanese regulations, individuals found guilty of stealing or misappropriating core technology can face imprisonment ranging from 5 to 12 years [3].

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Intel ( INTC ) shares jumped a hefty 10% this Friday. It seems the market is getting increasingly more bullish that Intel and Apple ( AAPL ) can come to a deal forI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug development, wh ...

Intel stock held a sharp hike in pretrading on Monday, after the stock surged on Friday when an analyst predicted the chip giant was nearing a deal to supply Apple in 2027. Shares in Intel rose 10% on Friday after TF International Securities analyst Ming-Chi Kuo posted on X that he expected Intel to begin shipping its lowest-end M processor to Apple as early as second or third quarter 2027. He said that his latest industry surveys indicate that "visibility on Intel becoming an advanced-node supplier to Appl ...

U.S. stock futures slipped Monday, pulling back after Friday's rally, which marked the fifth consecutive session of gains over the Thanksgiving weekend.Markets remained downbeat Monday morning despite strong Black Friday sales, with online sales rising 9.4% from a year earlier and easing fears of the first sales decline in four years amid weakening consumer sentiment.Investors await earnings from MongoDB Inc. (NASDAQ:MDB) , CrowdStrike Holdings Inc. (NASDAQ:CRWD) and Salesforce Inc. (NYSE:CRM) , among other ...