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Chips

20 stories about Chips

Intel shares plunge 25% as weak forecast rattles investors

30.10.26|CTech

A stronger-than-expected third quarter failed to reassure investors, with disappointing revenue guidance, manufacturing constraints and a weakening PC market raising fresh questions about the chipmaker’s turnaround.

Intel’s $600 million question: How the Kiryat Gat explosion hit its forecast

30.10.26|Allon Sinai

The company says the accident will cost about $300 million in fourth-quarter revenue and 200 basis points of gross margin and expects a similar revenue impact in the first quarter.

Intel shares plunge as Israel factory blast compounds weak outlook

29.10.26|CTech

The chipmaker forecast fourth-quarter revenue of $15 billion to $16 billion, below Wall Street expectations. The factory explosion in Israel will cost ‌it roughly $600 million in lost revenue over two quarters because it has been shut down for about two weeks.

SanDisk expands in northern Israel as AI boom fuels stock surge

20.10.26|Sophie Shulman

The chipmaker is relocating 120 employees to a new campus in the North High-Tech Park in Bar-Lev, while its shares have climbed nearly 1,000% over the past 12 months. The park is expanding as it seeks to grow its workforce from more than 1,000 to over 5,000.

Qualcomm lays out layoffs after annual reviews, citing employees who “fell short”

20.10.26|CTech

A memo from the CEO says the cuts will address situations where the company “has consistently fallen short of expectations.”

פיצוץ ושריפה מפעל אינטל קרית גת 14 באוקטובר 26

Intel plant reports suspected gas leak less than a week after fatal explosion

19.10.26|CTech

Employees were reportedly told to shelter in place after monitoring systems detected a nitrogen trifluoride leak at the Kiryat Gat facility. The incident followed an explosion last week that killed two workers and left a third hospitalized in serious condition.

מנכ"ל אינטל ליפ-בו טאן אחרי הפגישה עם טראמפ בבית הלבן 11 באוגוסט 25

Lip-Bu Tan says “Intel is 80% done” with restructuring, but the real test is still ahead

18.10.26|CTech

Tan has overhauled much of Intel’s senior management as the chipmaker tries to recover from costly expansion and lost ground to TSMC. The CEO says rebuilding a competitive foundry business will take years, even with billions of dollars in government and private investment.

Two dead after explosion at Intel’s Kiryat Gat facility

15.10.26|CTech

A 49-year-old man died Thursday from injuries sustained in Wednesday’s blast, which also killed a gas technician and left a third worker in serious condition. Police suspect a gas cylinder exploded during unloading operations.

TSMC's AI-fueled growth continues with record $23.6 billion quarterly profit

15.10.26|Reuters, CTech

The Taiwanese chipmaker beat profit forecasts and expects revenue to climb as much as 61% in the fourth quarter. It is maintaining plans to spend up to $64 billion on capital investments this year as customers seek more advanced chips and packaging capacity.

Worker dies after explosion at Intel’s Kiryat Gat plant

14.10.26|CTech

Three people were injured in the blast, two of whom underwent resuscitation efforts. Police suspect a malfunction during a transfer of material between trucks, while hazardous materials teams continue monitoring the site.

Three seriously injured in explosion at Intel’s Kiryat Gat plant

14.10.26|CTech

Magen David Adom teams reported three people seriously injured at the chipmaker’s southern Israel facility. The cause of the explosion was not immediately known.

ASML says AI boom will leave chip equipment demand unmet through 2028

14.10.26|Reuters, CTech

The world’s largest semiconductor equipment maker says it will be unable to fully meet customer demand in 2027 or 2028 despite plans to expand capacity. CEO Christophe Fouquet said discussions with customers are increasingly extending into 2029 and 2030.

Applied Materials opens a $5 billion center to help build the next generation of AI chips

13.10.26|CTech

The EPIC Center is designed to bring chipmakers, equipment suppliers and university researchers together to develop manufacturing technologies in parallel, rather than through the traditional sequence of research and production handoffs.

Intel CEO Lip-Bu Tan says company will stay involved in Musk’s Terafab as TSMC talks emerge

07.10.26|CTech

Intel will remain involved in Elon Musk’s ambitious chipmaking project, even as the Tesla and SpaceX CEO confirms discussions with Taiwan’s TSMC over a potential role, raising questions about how Terafab’s manufacturing strategy will ultimately take shape.

Astera president: “I want to look back and see that we built an iconic company of the AI era”

05.10.26|Meir Orbach

Sanjay Gajendra says Astera Labs aims to become one of the technology giants created by the AI boom, as demand for data center connectivity surges and the company expands its Israeli development center.

Intel’s Lip-Bu Tan says Nvidia, AMD and TSMC leaders are his partners, not rivals

29.09.26|CTech

Tan described Jensen Huang as an old friend, said Lisa Su bought three companies from his portfolio and called TSMC’s Morris Chang a partner.

Intel has 70 people working on quantum computing. Its CEO is betting on the next frontier

27.09.26|CTech

Lip-Bu Tan says Intel is developing spin qubits while he backs Israeli startup Classiq and other competing approaches.

Tower puts Japan at the center of its optical-chip strategy

24.09.26|CTech

The Israeli chipmaker plans to make Japan its largest production hub for optical chips and already has $1.3 billion in contracted Silicon Photonics revenue for 2027.

Intel CEO says CPU demand is so strong the company can serve only 50% of customers

20.09.26|CTech

Lip-Bu Tan says CEOs are calling to apologize for being unable to produce enough chips as Intel races to expand manufacturing capacity.

Intel in talks to bring SK Hynix memory production to the US

16.09.26|CTech

The Korean chipmaker could lease part of Intel's delayed Ohio complex as Washington pressures Asian semiconductor companies to manufacture in America.