Intel
2 posts
Samsung's $648B Korean AI bet — SK Hynix joins, 2040s expansion pulled into mid-2030s
Samsung will announce a ₩1,000T (~$648B) ten-year plan, with SK Hynix joining. Korean chip expansion planned for the 2040s is being pulled into the mid-2030s by AI memory demand.
Trump announces Apple–Intel US foundry deal — ends Apple's decade of TSMC exclusivity
Trump confirms an Apple–Intel US foundry deal on Truth Social. Intel stock jumped 9% pre-market. Apple's decade-long TSMC exclusivity gets its first crack.