Chip Manufacturing

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X @The Economist
The Economist· 2025-08-23 20:00
Intel’s greatness once lay in doing everything. Its contribution in future may come from doing one thing well: making chips https://t.co/w5slk1RJR2 ...
We Toured Texas Instruments’ $60 Billion U.S. Fab Megaproject
CNBC· 2025-08-22 16:00
Rising up out of sprawling ranch land in North Texas, there's two giant new buildings. The first one in the distance, is an operating clean room. The one closer to us is the second factory that today is a shell.And they're just the start of Texas Instruments' $60 billion seven-plant project officially announced in July. Yeah, this site long term will produce hundreds of millions of chips every day. Texas Instruments is making a big bet that companies will want to make a lot of chips on U.S. soil. And in Aug ...
Intel shareholders are popping the champagne, says Dan Ives
Bloomberg Television· 2025-08-19 19:15
I think ultimately if this didn't happen, strategic breakup was basically a done deal. And I think the U.S. government recognized understood national security, but they needed to revive Intel. Clearly unorthodox in terms of the structure.But for Intel, I mean, it's a little Cinderella story, at least that's happening here. You know, based in a of dark days they've seen the last few years. And she may not be aware, but the preseason rankings for college football have come out and Penn State is number two, an ...
How Intel shifted from subsidy stake with Washington
CNBC Television· 2025-08-15 19:15
Talk of a US government taking an equity stake in Intel sounds dramatic, no doubt. But for investors, it doesn't solve the company's core issue, which is catching up in advanced chip manufacturing. In July, Lip Bhutan told employees Intel's advanced manufacturing would only move forward with quote confirmed customer commitments and quote no more blank checks.It was a direct signal to Washington. Without outside orders, Intel wouldn't build. That message landed after 10 also met with President Trump just thi ...
Intel's message to Washington
CNBC Television· 2025-08-15 17:31
Intel's Challenges in Advanced Chip Manufacturing - Intel's core issue is catching up in advanced chip manufacturing [2] - Intel's advanced manufacturing requires confirmed customer commitments, signaling a need for external orders to build [2] - Intel lags behind TSMC and Samsung in producing cutting-edge chips for AI [4] - Federal investment may not improve Intel's fab capabilities in the near term [4] - Intel needs both technology and customers to fill fabs profitably [5] Potential Government Support and Implications - The US government is reportedly considering taking an equity stake in Intel [1] - The government might fund the equity stake through existing CHIPS Act money [4] - Federal cash may provide short-term support on political headlines [5] - Potential shareholder dilution is a concern with federal investment [4] Strategic Options and Rumors - Closing down the foundry or working with other foundries was considered as a solution [6][7] - Rumors suggested TSMC taking a 51% stake in Intel's foundry business, but TSMC denied it [8] Market Reaction - Intel's stock was up over 65% following news of potential government support [5]
Trump administration eyes Intel stake, reports say
CNBC Television· 2025-08-15 16:14
so much for being here. We'll look forward to that. >> Thanks for having me.Appreciate it. >> Coming up this morning, the Trump administration reportedly looking to use the Chips act funding for its potential stake in Intel. Our Kristina Partsinevelos is watching that in today's tech check.Morning again KP. >> Good morning Carl. Well, talk of the U.S. Government taking an equity stake in Intel.Sounds dramatic, but for investors, it doesn't really solve the company's core issue. Catching up in advanced chip ...
Avoid Intel Says Advisors Capital’s Feeney
Bloomberg Technology· 2025-08-11 18:14
Joanne, what is it that you would like to see Lipton manage to navigate today. Is it better that he promises more investment into the US, more manufacturing and that he has extricated himself from China. Or ultimately, does he even need to stand down in some way as CEO.Yeah, it's really I think it's really unclear, Caroline. Obviously, I think he can defend himself from the concerns that that he's conflicted, and that's his main mission today. I don't know if that means he needs to do more to separate from ...
X @Bloomberg
Bloomberg· 2025-07-10 13:35
An ex-ASML employee is sentenced to three years in Dutch prison for sharing confidential information from several chip manufacturing companies with Russia https://t.co/YiozXRqcgQ ...