Intel guides to $16.8B in Q3: AI demand finally seen in revenue
An atypical high guidance for Intel - a sign that AI PC + Gaudi + foundry demand is starting to take off, but the rebound on margins remains to be confirmed.
Jul 24, 2026 at 09:34 15 14
Samsung brings forward the opening of the Yongin 1 plant to 2029 - the global computing calendar is compressed
Samsung brings forward by one year the opening of the first module of its Yongin complex (Korea Times, July 12). The signal is clear: pressure on leading-edge capacity is forcing foundries to cut their schedules.
Jul 12, 2026 at 11:17 12 6