Nancy Pelosi places big bets on two surging tech stocks

This massive run was driven by a first-quarter earnings blowout, a manufacturing deal with Apple, and Elon Musk's Austin Terafab's decision to choose Intel's advanced chips. Related: Uber cuts jobs while chasing major new markets

Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

Tesla taps Intel 18A veteran to lead Terafab chip project in Texas Semiconductors · 6min ago · Home Tech Semiconductors · Siu Han, Taipei Jun 29, 2026, 09:54 0 · Winbond Electronics president James Chen. Credit: DIGITIMES · AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers are securing supply earlier, making availability increasingly critical to product launches, says Winbond Electronics...

Chip Observer: $2 Trillion Semiconductor Market | TechInsights

SpaceX and Tesla unveiled plans for the $55 billion Terafab foundry initiative, while AMD announced more than $10 billion in investments across Taiwan's semiconductor ecosystem. Broadcom, Apollo, and Blackstone also launched a new AI compute platform targeting more than 20 gigawatts of capacity through 2028. Governments are increasing support as well. The European Union adopted its Chips Act ...

The Road That Will Build a Region | Austin Chamber of Commerce

A joint $20 to $25 billion semiconductor fabrication venture called Terafab, announced in 2025 by Tesla, SpaceX, and xAI, to be built on a North Campus expansion of the Gigafactory site, with an initial 2-million-square-foot R&D facility and ...

Intel Corporation Thailand Depositary Receipts Repr 1 Sh Trade Ideas — SET:INTEL01 — TradingView

Based on what the search results showed, here's what's confirmed or reported so far: Confirmed / Publicly Announced: Microsoft — Azure AI tile on 18A (announced Feb 2024); reportedly evaluating 14A Amazon (AWS) — Custom ASIC on 18A (Sept 2024); expected to follow to 14A Apple — Preliminary deal for 18A; reportedly evaluating 14A for future M-series chips Tesla / SpaceX / xAI (Terafab) — Partnered April 2026; Intel's 14A is the target node for Terafab's AI chip ambitions Googl

Intel’s AI Investment Gains Momentum Should You Rethink Stock

In tandem with this, Intel has integrated into the Terafab initiative as a strategic collaborator, joining forces with Space Exploration Technologies and Tesla. This partnership is focused on design, fabrication, and advanced packaging capabilities, with Intel positioned as a pivotal manufacturing ally.

Elon Musk agrees with Tim Cook: The memory shortage is unprecedented

Partially to address this concern, Musk earlier announced the Tesla Terafab joint project with SpaceX and Intel, a multibillion-dollar initiative to build out a chip production facility "combining logic, memory and advanced packaging under one roof."