Intel

Sources: worsening supply constraints of Intel and AMD CPUs add a fresh blow to PC and server makers already hammered by an unprecedented memory chip shortage

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals

You probably think, given this title, you know what this Article is about.  The most advanced semiconductors are made by TSMC …

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates

Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …

Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026

Wall Street Journal :

How TSMC, Intel, and Amkor are transforming Phoenix into a US chip hub, investing tens of billions and illustrating the difficulties of large-scale US projects

The transformation of Phoenix into a semiconductor hub by Taiwan's TSMC illustrates the difficulties of large-scale projects in the United States.

How a semiconductor investment boom is turning Arizona into “America's Semiconductor HQ”, attracting more than $200B in investments in the last five years

Cath Virginia / The Verge, Getty Images … Arizona's economy was once dominated by the “five C's”: cotton, cattle, citrus, copper, and climate. X: @b_ai_s and @aicapital_io . Bluesky: @theverge.com X: ...