The recent CPU surge is steering Intel toward a long-awaited turnaround. The company projects second-quarter revenue of $13.8 billion to $14.8 billion, above the $13.07 billion consensus, according to Reuters. Market attention, however, centered on CEO Lip-Bu Tan’s comments that the CPU-to-GPU mix...

Just ahead of Intel’s April 23 earnings call, the chipmaker is poised to secure its first 14A customer. Reuters, citing Elon Musk, reports that Tesla plans to use Intel’s next-generation 14A process for chips in its Terafab AI complex in Austin. While earlier market speculation pointed to pos...

China’s chip packaging firm SJ Semiconductor has successfully listed on the STAR Market. According to 21jingji, SJ Semiconductor (SJSemi) has officially debuted on the Shanghai Stock Exchange’s STAR Market, raising a total of about RMB 5 billion in its IPO, making it the largest fundraising in C...

Ahead of its earnings release tomorrow, SK hynix announced another major investment amid the AI memory boom, holding a groundbreaking ceremony for its P&T7 facility in Cheongju on the 22nd. According to Reuters and a company press release, the KRW 19 trillion (US$12.85 billion) project will be b...

While PSMC swung back to profit in Q1 amid surging memory demand, the Taiwanese chipmaker has also been lifting prices across multiple product lines. Citing company president Martin Chu, Liberty Times reports that PSMC sharply raised DRAM foundry pricing in March, while NAND flash wafer start prices...