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16.02.26 - 20:12
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Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat (24/7 Wall St.)
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The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings and positioned ahead of key reports. Let's dive into the biggest storylines if you're a chip investor. Winners included Applied Materials (Nasdaq: AMAT) and Taiwan ... Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
The post Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat appeared first on 24/7 Wall St.....
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16.02.26 - 03:06
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Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies (Digitimes)
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Below are the most-read DIGITIMES Asia stories in the week of February 9 to February 16, 2026. This week's coverage spans HBM3 and HBM4 capacity shifts, AI PC market share changes, alternative memory architecture development, foundry strategy resets, and executive leadership moves at TSMC. Together, these stories track how AI-driven demand is reshaping memory supply, chip architecture strategy, and global semiconductor expansion....
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16.02.26 - 02:06
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India fines Intel over discriminatory warranty policy (Digitimes)
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On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02 million) on Intel Corporation. The regulator found the technology giant in contravention of provisions of Section 4 of the Act, which pertains to the abuse of a dominant market position....
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14.02.26 - 21:36
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Three Problems Explain Why Intel Stock Dropped 7.5% This Week (24/7 Wall St.)
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Intel Corporation (NASDAQ:INTC) had a rough week. The stock dropped 7.51% while the S&P 500 (NYSEARCA:SPY) dipped just 1.29% and the semiconductor sector rallied 1.76%. At $46.79, Intel is still up 27% year-to-date and nearly 94% over the past year, but this week's selloff raises questions about whether the turnaround narrative is stalling. Three storylines ... Three Problems Explain Why Intel Stock Dropped 7.5% This Week
The post Three Problems Explain Why Intel Stock Dropped 7.5% This Week appeared first on 24/7 Wall St.....
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12.02.26 - 08:06
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Tower Semiconductor revamps strategy after Intel deal collapses (Digitimes)
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Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from its 2028 model, and redirect customers — marking a strategic reset for the specialty foundry partner....
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