FORGOTTEN HISTORY: Foundry | History Defined

Is Synopsys Back from the Dead? EDA Leader Inks Deals With Amazon and OpenAI

Synopsys has rallied after a $1 billion Amazon IP deal and an OpenAI chip-design partnership, prompting the company to raise its long-term revenue and margin guidance through fiscal 2030.

MarketBeat · Oct 10

‘Everybody knows you’re out of touch’: Palantir CEO Alex Karp says his own exec told him to stop hyping Foundry

Karp told a room of CEOs that his best ideas are the ones his team says can’t work, and that VCs once asked him: “Where’s the parasite?”

Fortune · Oct 8

Oracle vs. Microsoft: Big Tech’s AI Cloud Battle Has a New Underdog

Microsoft had the early AI lead, but Oracle is quickly turning itself into a serious AI contender.

Barchart · Aug 29

Harvard’s $699 startup bootcamp has professors who never sleep–but that’s because they’re AI clones

Founders can rehearse pitches, sales calls and board meetings repeatedly with avatars modeled on seven HBS faculty members

Fortune · Aug 25

Analysts see 'increasing foundry success conviction' as Intel CEO puts $12 million more of his own money in company — analysts point to accelerating foundry progress and capex expansion

Intel's Lip-Bu Ran reportedly buys $12 million worth of Intel stock as analysts believe that the management is increasingly convinced about landing external customers.

Tom’s Hardware · Aug 13

Intel Quashed Its Dividend in 2024. Now the Stock's Up 389% and Investors Want It Back.

Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.

Barchart · Aug 7

Palantir Has Broken Above Its 200-Day Moving Average. Here's Why the Momentum Looks Sustainable.

Palantir shares surged as much as 29% after reporting second-quarter revenue of $1.935 billion, with U.S. commercial revenue soaring 149%, pushing the stock cleanly above its 200-day moving average.

Barchart · Aug 5

Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

Barchart · Aug 4

'China Controls 99%': Jeff Bezos Backs $2.6bn AI Startup as Chipmakers Face Gallium Shortage

Jeff Bezos has invested in Cambridge start-up CuspAI, a $2.6 billion AI firm working with Nvidia and Meta to tackle looming shortages of critical chip materials such as gallium.

International Business Times UK · Aug 3

Intel’s Capex Plans Offer a Quiet Positive for the Foundry Business. The Real Test Is Still Execution.

Intel said 2026 capital expenditures will rise above $20 billion, with 2027 spending expected to be even higher, as the company invests to address tight capacity and AI-driven demand in its foundry business.

Barchart · Jul 27