AI Chips
SK hynix's Intel Base-Die Denial Sits Inside the Scoop Itself
Herald Business reported SK hynix is weighing Intel for HBM4E base dies. Eight paragraphs down, SK hynix says it is doing no such review.
5d ago
#Intel
Nvidia
Nvidia's $5B Intel Bet Is Worth $30B, Without a Trade
The quarterly 13F shows a portfolio up from $18.4bn to $63.4bn — and identical share counts on every continuing position. The entire gain is mark-to-market.
Aug 16, 2026
AI Chips
Intel Raised $20 Billion in One Sale, But Won't Say Why
Upsized from a proposed $15bn and priced at $95 a share. The release names no fab, no node and no project — only "general corporate purposes".
Aug 12, 2026
Finance AI
SoftBank Beat Forecast 3X, With Intel Driving The Gain
Net income of ¥347.3bn against a ¥120bn consensus, driven by a ¥1.333trn writeup on Intel shares. The position everyone watches — $64.6bn committed to OpenAI — produced neither a gain nor a loss.
Aug 6, 2026
AI Chips
Intel Posts Its Fastest Growth Since 2011 — and an $11 Billion Loss on the Same Day
Revenue rose 25% to $16.1 billion and the data center unit grew 59%, but a $12.5 billion mark-to-market hit on CHIPS Act shares turned the quarter into a GAAP bloodbath. The stock rose 11% anyway.
Jul 24, 2026
AI Chips
Intel Lands Fortinet as the First Named Customer for Its Intel 4 Node
The two companies will co-develop Fortinet's Security Processor 6, the custom ASIC inside its firewalls — a real foundry win, though not on the leading-edge process Intel most needs to sell.
Jul 22, 2026
