A report from Reuters says Nvidia has stopped moving forward with a test of Intel’s 18A manufacturing process. The news put immediate pressure on Intel’s stock price as investors weigh the implications for its foundry ambitions.
Intel’s stock dropped about 2.3% in premarket trading following a Reuters report that Nvidia has stopped a test to use Intel’s advanced 18A chipmaking process. The news comes despite Intel’s recent $5 billion investment deal with Nvidia and the opening of its first 18A mass-production fab.
After a surprise public attack from Donald Trump, Intel CEO Lip-Bu Tan orchestrated a high-stakes meeting that flipped the script. The result was a $5.7 billion government investment for a nearly 10% stake in the chipmaker, giving it a crucial lifeline.
Nvidia just posted $51.2 billion in quarterly revenue, with sales of its new Blackwell chips “off the charts.” Meanwhile, Elon Musk’s xAI is building the world’s largest AI training cluster using over half a million Nvidia GPUs. Here’s why custom chips from Google and Amazon haven’t closed the gap.
Analysts are painting a bleak picture for PC builders. The scramble for AI memory is creating a severe shortage for consumer DRAM and NAND, which could lead to a major market downturn and price hikes on pre-built systems.
Samsung has fired the first shot in the next-gen chip war, announcing the world’s first 2nm mobile processor. The Exynos 2600 promises major performance boosts and tackles past overheating issues. But Apple, with TSMC, is hot on its heels for 2026.
Micron Technology just delivered what analysts are calling one of the biggest positive surprises in semiconductor history. Its stock surged 14% after crushing earnings estimates, fueled by a 69% jump in revenue from its crucial AI memory chips.
Intel has validated its first TWINSCAN EXE:5200B, ASML’s most advanced chipmaking machine. This tool is the key weapon in Intel’s plan to reclaim manufacturing leadership by 2025.
Micron is exiting its Crucial consumer business by Q2 2026, a move that’s shaken PC builders. But the company isn’t stopping memory production. It’s just changing how it reaches you.
A classified project in Shenzhen has reportedly produced a working prototype of an extreme ultraviolet lithography machine. The effort, involving former ASML engineers and coordinated by Huawei, aims to end reliance on Western chipmaking tools by 2030.
