Intel’s stock is up over 70% since plans for a U.S. government stake emerged. But with the U.S. holding only 5.5% so far and Intel still reliant on TSMC, the path to regaining manufacturing leadership is long.
Volkswagen is locking in Qualcomm as the primary tech provider for its new software platform, developed with Rivian. The first cars using the system, starting with the electric ID.Every1, are slated for 2027.
Nvidia is sitting on Chinese orders for over 2 million H200 AI chips but is refusing to ship them without full, upfront payment. This drastic move highlights the intense regulatory pressure and high-stakes financial risk in the US-China tech trade. The deal hinges on Beijing’s final approval.
Samsung Electronics expects record-breaking revenue and a massive profit surge for Q4 2025. The driver is overwhelmingly strong sales of memory chips like HBM to AI giants like Nvidia and Microsoft.
Qualcomm is in discussions with Samsung Electronics to manufacture its next-generation chips using a 2-nanometer process. This deal could be a huge boost for Samsung’s contract chipmaking division as it battles industry leader TSMC.
Samsung Electronics is riding a wave of bullish sentiment, with analysts predicting its earnings will more than double to a record $60 billion in 2026. This comes after a $350 billion rally, but the company’s valuation is still less than half that of rival TSMC.
AMD used CES 2026 to launch its Ryzen AI 400 series for laptops and tease desktop versions. The company also expanded its high-end Ryzen AI Max lineup, making bold performance-per-dollar claims against Nvidia’s AI workstation and Apple’s latest silicon.
Nvidia has detailed its next-generation Vera Rubin AI platform, set for launch in the second half of 2026. The design packs huge power into a smaller footprint, aiming to transition AI from chatbots to autonomous agents.
AMD is adding two new processors to its high-performance Ryzen AI Max+ series. The Max+ 392 and Max+ 388 now come with the top-tier 40-core Radeon 8060S GPU, previously reserved for the most expensive chip. This move aims to bring premium gaming and AI performance to more affordable laptops and hand
Intel has formally launched its next-gen Panther Lake processors as Core Ultra Series 3. The chips promise massive battery life improvements and integrated Arc B390 graphics that Intel claims is 73% faster than AMD’s rival. Laptops are expected to go on sale starting immediately.
