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11.02.26 - 00:42
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DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations (Digitimes)
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Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy. The advanced node has attracted significant attention amid speculation that major customers like Apple and Nvidia could adopt it for high-volume production. However, recent developments suggest these optimistic timelines may need recalibration....
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23.01.26 - 13:36
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Russia-Ukraine Talks to Continue in UAE; Intel Drops After Earnings | Bloomberg Brief 1/23/2026 (Bloomberg)
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US equity futures drop as Intel extends decline on a lackluster outlook and a warning on manufacturing snags. Russia, Ukraine and the US are set to continue peace talks in the UAE after the Kremlin said the “territorial issue” remains unresolved. TikTok and ByteDance close a long-awaited deal to transfer parts of their US operations to American investors, avoiding a nationwide ban in the US. Seema Shah of Principal Asset Management discusses a structural shift happening in markets as investors diversify with non-US assets. Kevin Mahn of Hennion & Walsh Asset Management sees more short-term volatility ahead in stocks. (Source: Bloomberg)...
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