Intel (INTC) stock climbed higher Wednesday on a report that rival Taiwan Semiconductor (TSM) is in talks with a group of chipmakers, including Nvidia (NVDA) and AMD (AMD), that would run Intel’s chip manufacturing business. According to Reuters, the consortium, which would also include Broadcom (AVGO), would take over Intel’s foundry business, which is responsible…
During President Biden’s tenure in the Oval Office, his administration made it a point to boost investment in domestic manufacturing. One of the administration’s accomplishments came in 2022, when Biden signed the CHIPS and Science Act — a law that seeks to invest $280 billion into research and development and semiconductor manufacturing here in the…
Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea — as you’re nearly guaranteed some form of exposure to GPUs or data centers. However, 2025 hasn’t gotten off to…