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Intel signs Microsoft as foundry customer, says on track to overtake TSMC, ET Telecom

Intel says it plans to retake the mantle of making the world's fastest chips from TSMC later this year with what it calls Intel 18A manufacturing technology and extend that lead into 2026 with new technology called Intel 14A.

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Stakes are high as Intel starts race to beat TSMC

Intel plans to retake the mantle of making the world’s fastest chips

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Nvidia's stock soars as chip maker leaves 'no doubt' of AI boom - National

Nvidia on Wednesday forecast a roughly threefold surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading AI chips.

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Nvidia identifies Huawei as top competitor for the first time in filing

Nvidia identified Huawei as
a top competitor in several categories, including artificial
intelligence chips, for the first time in a filing with the
Securities and Exchange commission late Wednesday.
...

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Nvidia identifies Huawei as top competitor for the first time in filing

Nvidia identified Huawei as a top competitor in several categories, including artificial intelligence chips, for the first time in a filing with the Securities and Exchange commission late...

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Intel expects to overtake TSMC in making fastest chips this year

(Reuters) -Intel said on Wednesday that Microsoft plans to use its services to manufacture a custom computing chip and that the company expects to beat an internal deadline of 2025 to overtake its biggest rival, Taiwan Semiconductor Manufacturing Co, in advanced chip manufacturing. The chipmaker also gave new details on how it plans to maintain a lead over TSMC into 2026 and beyond. Intel made the disclosures at an event in San Jose, California, at the first technology conference for Intel Foundry, the contract manufacturing operation it established to compete with TSMC.

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Intel signs Microsoft as foundry customer, says on track to overtake TSMC

(Reuters) -Intel said on Wednesday that Microsoft plans to use its services to manufacture a custom computing chip and that the company expects to beat an internal deadline of 2025 to overtake its biggest rival, Taiwan Semiconductor Manufacturing Co, in advanced chip manufacturing. The chipmaker also gave new details on how it plans to maintain a lead over TSMC into 2026 and beyond. Intel made the disclosures at an event in San Jose, California, at the first technology conference for Intel Foundry, the contract manufacturing operation it established to compete with TSMC.

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Nvidia stock jumps as forecast tops first-quarter revenue estimates

Nvidia on Wednesday forecast a roughly 233% surge in quarterly revenue that handily beat estimates as the company banked on towering demand for its industry-leading artificial-intelligence chips, sending its shares up 10% after-hours. The already-hefty demand for the company's data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia's silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.

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Intel expects to overtake TSMC in making fastest chips this year

Intel expects to overtake TSMC in making fastest chips this year
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Intel expects to overtake TSMC in making fastest chips this year

By Stephen Nellis and Max A. Cherney (Reuters) - Intel on Wednesday said it expected to beat a 2025 deadline to overtake its biggest rival in advanced chip manufacturing and gave new details about plans to maintain that lead versus Taiwan's TSMC in...

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