Core Viewpoint - The company is expected to start shipping Apple's low-cost M chips, with deliveries anticipated as early as 2027, which could lead to more orders from Apple and other primary customers, positively impacting Intel's long-term outlook [1] Group 1 - Analyst Ming-Chi Kuo from Tianfeng International predicts that Intel will begin shipping Apple's low-cost M chips, with the earliest delivery expected in 2027 [1] - There is potential for Intel to receive more orders from Apple for the 14A node and subsequent versions, as well as increased orders from other primary customers [1] - Following this news, Intel's stock price rose by 7.5%, marking a continuous increase over five trading days, with a total rise of 18% during this period [1]

Group 1 - U.S. stocks experienced an upward trend, with the Dow Jones increasing by approximately 300 points on Friday [1] - Micron Technology, Inc. shares rose sharply by 2.5% to $235.92, driven by positive sentiment following Dell's strong third-quarter earnings and guidance [1] - Investors perceive Dell's results as indicative of broader strength in the technology sector, contributing to Micron's stock performance [1] Group 2 - DeFi Technologies Inc. shares surged by 20.5% to $1.6750 after the approval of QCAD as Canada's first compliant CAD stablecoin [3] - YD Bio Ltd saw a 13.7% increase in shares to $11.96, following the announcement of 510(k) clearance and plans for a clinical trial in Taiwan [3] - Other notable gainers included Savara Inc. (+12.3% to $6.02), TMC the metals company Inc. (+12.2% to $6.54), and ImmunityBio, Inc. (+10.7% to $2.3586) [3] - Precious metals stocks, including First Majestic Silver Corp. (+8.3% to $14.64) and Endeavour Silver Corp. (+10% to $9.47), rose amid increasing gold and silver prices [3] - Intel Corporation shares jumped by 7.8% to $39.65, reflecting positive market trends [3] - Crypto-linked stocks, such as Applied Digital Corporation, gained 6.8% to $26.61, following Bitcoin's rise above $90,000 [3]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Key Points TSMC is suing Intel for hiring away one of its star semiconductor engineers. Taiwan's government is investigating the hire as a criminal matter. And Intel stock is up on this news? 10 stocks we like better than Intel › Intel (NASDAQ: INTC) stock is surging on Black Friday morning. Shares of the struggling semiconductor company are up 6.4% through 10:35 a.m. ET. And no one seems to know why. Image source: Getty Images. Intel vs. TSMC Oh, there's news on Intel, but it's not "good news ...

Core Viewpoint - Intel's stock price increased by over 6.5% to $39.24, driven by growing industry interest in custom ASICs in the AI computing era, particularly following Google's success with its self-developed chips [1] Group 1: Company Developments - Google's success with its self-developed chips is drawing attention to the expanding role of custom ASICs in AI computing [1] - TSMC is currently the main manufacturing partner for Google's TPU, indicating a competitive landscape in chip manufacturing [1] - The increasing momentum of custom AI ASICs is expected to benefit Intel's foundry services and product roadmap, potentially enhancing Intel's broader recovery outlook [1] Group 2: Market Implications - The developments in custom ASICs may serve as a breakthrough catalyst for Intel's stock, reinforcing positive market sentiment [1]

每经AI快讯，11月28日，英特尔股价上扬5.8%，即将迎来连续第五个交易日上涨。 ...

Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027There have long been market rumors that Intel could become an advanced-node foundry supplier to Apple, but visibility around this had remained low. My latest industry surveys, however, indicate that visibility on Intel becoming an advanced-node supplier to Apple has recently improved significantly.Apple previously signed an NDA with Intel and obtained the advanced-node 18AP PDK 0.9.1GA. The key simulation and research projects ( ...

Industry Outlook - Intel is projected to begin shipping Apple's lowest-end M processors as early as 2Q-3Q27, utilizing the 18AP advanced process [1] - The actual timeline depends on the development progress after obtaining PDK 1.0/1.1, expected to be released by Intel in 1Q26 [1] - The lowest-end M chips are primarily used in MacBook Air and iPad Pro, with a combined shipment volume of approximately 20 million units in 2025 [1] - Due to potential impact from new low-cost MacBooks with iPhone processors, the projected shipment volume for the lowest-end M processors in 2026 and 2027 is estimated to be between 15 million and 20 million units [1] Strategic Implications - The order for the lowest-end M processors has no impact on TSMC's fundamentals and leading advantage in the coming years [2] - For Apple, this move supports the "Made in America" policy and diversifies its supply chain, reducing reliance on TSMC [2] - For Intel, securing Apple's advanced process order is more significant than the actual revenue and profit contribution, signaling a positive turn for its IFS business [2] - This order suggests that Intel's 14A or more advanced processes may attract more orders from Apple and other major clients, improving its long-term prospects [2]

Intel Corp. (NASDAQ:INTC) is witnessing a notable strengthening in market sentiment, with its Benzinga Edge’s Stock Rankings‘ momentum score climbing from 88.53 to 90.51 week-over-week.Check out INTC's stock price here.Intel Jumps In Top Decline Of Momentum GainsThis shift pushes the chipmaker into the top tier of relative strength, signaling that investors are prioritizing macroeconomic tailwinds over a brewing corporate espionage issue involving its foundry rival, Taiwan Semiconductor Manufacturing Co. Lt ...

Core Viewpoint - The global semiconductor industry is engaged in a strategic competition centered around the establishment of 2nm wafer fabs, which are seen as critical for AI-era computing sovereignty [1][20]. Group 1: TSMC's Expansion Plans - TSMC plans to increase its 2nm fab count from seven to ten, with an estimated cost of approximately NT$300 billion (US$80-100 billion) per fab, totaling around NT$900 billion for the additional three fabs [2][3]. - TSMC's strategy focuses on serving top-tier clients in AI GPU, high-end CPUs, and mobile SoCs, ensuring long-term capacity even amid macroeconomic fluctuations [2][3]. - The company emphasizes that the most advanced nodes must remain in Taiwan, with overseas fabs primarily serving political and customer relationship needs [3][4]. Group 2: Intel's 18A Technology - Intel's 18A process technology is positioned to compete with TSMC's 2nm, with recent reports indicating a steady improvement in yield rates [6][8]. - The U.S. government has become Intel's largest single shareholder, converting subsidies into equity, which strengthens Intel's capital structure [8][9]. - Intel's success in the 2nm race will depend not only on the 18A technology but also on its ability to establish itself as a true foundry company [9]. Group 3: Samsung's Progress - Samsung's 2nm process yield has improved to 55-60%, with plans to increase monthly production from 8,000 wafers in 2024 to 21,000 by the end of 2025 [10][12]. - The company secured a significant contract with Tesla for AI6 chip production, valued at US$16.5 billion over eight years, which is crucial for enhancing Samsung's position in the U.S. foundry market [11][12]. - Samsung aims to regain profitability in its foundry business within two years while targeting a 20% market share [12][13]. Group 4: Japan's Rapidus Initiative - Rapidus, a smaller player, is focused on establishing domestic 2nm production capacity with government support, aiming for mass production by the second half of the 2027 fiscal year [15][17]. - The company plans to build a second factory in Hokkaido, with significant investment expected from the Japanese government and private sector [17][18]. - Rapidus's approach involves a unique single-wafer processing method, which may lead to higher capital expenditures but aims for better yield control [18]. Group 5: Market Dynamics and Geopolitical Implications - The 2nm node is viewed as a critical infrastructure for AI, with significant implications for capital expenditure and industry dynamics [20][21]. - The construction of 2nm fabs is heavily influenced by government policies and partnerships with major clients, making it a tool for national industrial policy [21][22]. - The concentration of 2nm production capacity in Taiwan and a few allied nations raises concerns about supply chain resilience and geopolitical risks [22]. Group 6: Potential Beneficiaries - Semiconductor equipment manufacturers are expected to benefit significantly from the construction of 2nm fabs, as these facilities require advanced equipment for production [24]. - Major clients like NVIDIA, Apple, and AMD will gain more bargaining power with multiple 2nm suppliers, but risks remain if AI demand declines or yields do not meet expectations [25][26].