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Foundry Wars Begin Intel’s re-entry has kicked the competition into high gear, with massive spending on equipment and new fabs. Leading-edge foundry vendors are gearing up for a new, high-stakes spending and technology race, setting the stage for a possible shakeup across the semiconductor manufacturing landscape. In March, Intel re-entered the foundry business, positioning itself against Samsung and TSMC at the leading edge, and against a multitude of foundries working at older nodes. Intel announced plans to build two new fabs with a capital spending budget set at $20 billion in 2021. Ear...

Mobileye NV (NYSE: MBLY) may be used to volatility in the stock, as shares are higher by more than 12 percent since the start of 2016, but lower by more than 20 percent over the past year. Mobileye's stock was under heavy pressure back in April when notable short seller Citron Research published a... Read More...

No quick fix for auto chip shortage Premium Dan Gallagher Share Via Read Full Story The production shortage plaguing the market for automotive chips is a combination of new and old problems, none of which can be easily solved. Ford Motor last week was the latest auto maker to show the fallout. The company said Thursday that it is cutting production by up to 20% in the first quarter due to its inability to procure enough chips. Rival General Motors said a day earlier that it planned to trim production at North American factories due to the shortage. Volkswagen sounded an early warning in Decem...