(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

techpowerup - Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscal first quarter ended December 28, 2025."We are pleased to deliver strong quarterly results, with record total company revenues," said Cristiano Amon, President and CEO of Qualcomm …

#iot #semiconductors #stockmarket #earnings #business #supplychain #qualcomm #memory #automotive

Qualcomm stock sinks 10% as company issues dire warning on memory shortage

29 days / cnbc

Qualcomm (QCOM) Stock: Expansion Into AI and Cars Offsets Smartphone Risks

29 days / parameter / Newton Kitonga

AI’s lust for memory drags down the smartphone industry, and Qualcomm with it

4 wks / theregister / Simon Sharwood

Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

4 wks / cnbc

Shares of Qualcomm and Arm slide following latest earnings reports

4 wks / siliconangle / Mike Wheatley

Qualcomm Revenues Up 5 Percent to $12.25 Billion

4 wks / thurrott / Paul Thurrott

Qualcomm (QCOM) Stock: Falls as Profit Drop Outshines Automotive and IoT Growth

4 wks / parameter / Yasmin Werner

(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

4 wks / techpowerup

Qualcomm stock sinks as memory shortage drags on forecast

4 wks / cnbc

Qualcomm tumbles after releasing gloomy Q2 guidance thanks to memory chip supply crunch

4 wks / sherwood / Luke Kawa

AMD Radeon AIBs to Prioritize 8 GB GPU SKUs and Push 10% Price Hike

techpowerup - According to Chinese Board Channels, a reliable source of GPU news, AMD's add-in board (AIB) partners are preparing for another round of GPU price increases. They also seem to be shifting their product focus toward 8 GB Radeon models. After distributors i…

#hardware #gaming #semiconductors #chips #gpu #business #supplychain #amd #manufacturing #technology

AMD graphics cards could face another price hike and a bigger push for 8GB GPU sales

4 wks / techspot

AMD Radeon RX 9000 GPUs begin to appear in the Steam Hardware Survey at last — RX 9070 arrives with paltry 0.16% market share, less than the GeForce GT 730

4 wks / reddit / /u/BarKnight

AMD board partners said to plan 5–10% Radeon price rise while prioritizing 8GB models

4 wks / reddit / /u/Hero_Sharma

AMD Radeon AIBs to Prioritize 8 GB GPU SKUs and Push 10% Price Hike

4 wks / techpowerup

AMD Is Rumoredly Prioritizing 8 GB GPUs While Its Board Partners Are Expected To Implement Another Price Hike

4 wks / wccftech / Sarfraz Khan

AMD Radeon GPUs may soon put a deeper dent in your wallet

4 wks / digitaltrends

The NVIDIA-OpenAI Fiasco Isn’t About Compute, It’s About Control; Here’s How One of the World’s Biggest AI Partnerships Is Playing Out

Muhammad Zuhair / wccftech - NVIDIA and OpenAI are all that's being talked about in the AI world, not because there have been changes in their commitments, but because the scale of the partnership is so immense that it captures all the market spotlight. Before we dive into the ongoin…

#ai #hardware #semiconductors #chips #nvidia #gpu #openai #genai #business #supplychain

Mega Deal Uncertainty and Tensions (9)
Officials Defend Partnership Amid Rumors (5)
Racing for Faster Chips (4)
Supply Chain and Geopolitical Challenges (3)
All Other Stories

Mega Deal Uncertainty and Tensions

Nvidia's $100 billion OpenAI deal has seemingly vanished

4 wks / reddit / /u/Midnight_M_

Nvidia poised to invest $20 billion in OpenAI, per report

4 wks / sherwood / Luke Kawa

Still sort of strange since they told everyone that they were planning on investing “up to” $100B in OpenAI’s $100B funding from NVIDIA. [contains quote post or other embedded content]

4 wks / bsky / @mgsiegler.com

Nvidia's $100 billion OpenAI deal has seemingly vanished

4 wks / arstechnica / Benj Edwards

Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other

4 wks / cnbc

All the Messy Drama Between OpenAI and Nvidia, Explained

4 wks / gizmodo / Ece Yildirim

Nvidia slumps to fresh lows after Jensen Huang affirms plans to invest in OpenAI

4 wks / sherwood / Luke Kawa

Love a good old "nothing to see here, why do you ask?" situation... https://spyglass.org/nvidia-openai-100-billion-deal/

4 wks / bsky / @mgsiegler.com

The NVIDIA-OpenAI Fiasco Isn’t About Compute, It’s About Control; Here’s How One of the World’s Biggest AI Partnerships Is Playing Out

4 wks / wccftech / Muhammad Zuhair

Officials Defend Partnership Amid Rumors

CNBC Daily Open: UBS posts strong earnings while Novo Nordisk's U.S. shares crater on slowing growth

4 wks / cnbc

Jensen Huang interview with Jim Cramer is one of the funniest things I’ve ever heard. Huang is gushing about OpenAI, constantly dodging the $100bn question, talking about how he loves them and there’s no drama, which he says twice, the last time to end th

4 wks / bsky / @edzitron.com

CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge

4 wks / cnbc

Nvidia's Jensen Huang denies OpenAI deal rumors: 'There’s no drama'

4 wks / cnbc

OpenAI Denies Report of Dissatisfaction With Nvidia AI Chips

4 wks / pymnts / PYMNTS

Racing for Faster Chips

Exclusive: Positron raises $230M Series B to take on Nvidia’s AI chips

4 wks / techcrunch / Rebecca Bellan

Nvidia (NVDA) Stock: OpenAI Seeks Alternative Chip Suppliers as Investment Deal Stalls

4 wks / parameter / Trader Edge

OpenAI's dissatisfaction with Nvidia chips sparked Cerebras deal

4 wks / the-decoder / Maximilian Schreiner

OpenAI seeks faster alternatives to Nvidia chips

4 wks / techzine / Berry Zwets

Supply Chain and Geopolitical Challenges

Nvidia AI chip sales to China stalled by US security review

4 wks / ft

Exclusive: NVIDIA Urges Samsung to Expedite HBM4 Amid AI Chip Race

4 wks / reddit / /u/raill_down

SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin

4 wks / reddit / /u/raill_down

All Other Stories

Image post - please click to view at origin

4 wks / bsky / @arstechnica.com / arstechnica.com

All the Messy Drama Between OpenAI and Nvidia, Explained

4 wks / bsky / @gizmodo.com / gizmodo.com

Notepad++ update server hijacked in targeted attacks — outfit claims Chinese state-sponsored hackers may be to blame

tomshardware - The Notepad++ project yesterday disclosed that its update server was covertly hijacked in a targeted supply chain attack that began in June 2025,

#cybersecurity #software #opensource #infosec #china #cybercrime #supplychain #hack #updates

Notepad++ supply chain attack breakdown

4 wks / ycombinator

Notepad++ says it was hijacked by Chinese state-sponsored hackers

4 wks / engadget / Mariella Moon

Notepad++ update server hijacked in targeted attacks — outfit claims Chinese state-sponsored hackers may be to blame

4 wks / tomshardware

Notepad++ update chain hijacked by Chinese Lotus Blossom group

4 wks / dataconomy / Emre Çıtak

Raspberry Pi prices soar amid AI memory shortage, 16GB models jump $60

techspot - Upton revisited the matter in recent correspondence. In some cases, he said, the cost of parts more than doubled over the last quarter. Left with no other option, Raspberry Pi is having to increase its own prices yet again – a move that will impact most o…

#ai #semiconductors #chips #datacenter #supplychain #pricing #raspberrypi #memory

Let them eat Pi: RAM shortage bumps Raspberry prices as much as $60

4 wks / theregister / Avram Piltch

Raspberry Pi prices soar amid AI memory shortage, 16GB models jump $60

4 wks / techspot

Ongoing RAM crisis prompts Raspberry Pi's second price hike in two months

4 wks / arstechnica / Andrew Cunningham

Raspberry Pi is raising prices again as memory shortages continue

4 wks / theverge / Andrew Liszewski

Raspberry Pi 5 price increases drastically as AI shortage bites, 16GB version now $205 — second price increase in three months, over 70% more expensive than original MSRP

4 wks / tomshardware

Notepad++ update feature hijacked by Chinese state hackers for months

Bill Toulas / bleepingcomputer - Chinese state-sponsored threat actors were likely behind the hijacking of Notepad++ update traffic last year that lasted for almost half a year, the developer states in an official announcement today. [...]

#cybersecurity #software #opensource #infosec #supplychain #hack #patching #updates #developertools

Chinese state hackers seize update channels (5)
Widespread state-sponsored attack compromises update infrastructure (5)
All Other Stories

DeepSeek reportedly gets China's approval to buy NVIDIA's H200 AI chips

Mariella Moon / engadget - The Chinese government has given DeepSeek its approval to purchase NVIDIA’s H200 AI chips, according to Reuters. ByteDance, Alibaba and Tencent have also reportedly received permission from Beijing to buy a total of 400,000 H200 GPUs. Reuters says Chinese…

#ai #semiconductors #techpolicy #china #chips #deepseek #nvidia #gpu #genai #supplychain

DeepSeek reportedly gets China's approval to buy NVIDIA's H200 AI chips

5 wks / engadget / Mariella Moon

Chinese AI Giants Are Now Getting the “Green Light” to Buy NVIDIA’s H200 AI Chips, as Jensen’s Diplomatic Gamble Begins to Bear Fruit

5 wks / wccftech / Muhammad Zuhair

NVIDIA (NVDA) Stock: DeepSeek Wins Conditional Approval for H200 Chips as China Balances AI Ambitions

5 wks / parameter / Yasmin Werner

China conditionally approves DeepSeek to buy Nvidia's H200 chips

5 wks / reddit / /u/tekz

Apple Concedes It Entered The New Year With “Depleted Inventories” And “Less Flexibility” As Memory And Advanced Node Supply Constraints Begin To Bite

Rohail Saleem / wccftech - Apple is beginning to feel the pinch from the oncoming constraints around memory products and TSMC's choked advanced node supply lines, albeit in a managed fashion. This is the biggest takeaway from Apple's just-concluded Q1 2026 earnings call. Apple is f…

#semiconductors #apple #chips #business #supplychain #pricing #manufacturing #technology #memory #timcook

Chip Shortages Are Affecting Apple's Ability to Make Enough iPhones

5 wks / cnet / Omar Gallaga

Analysts caught flat-footed as iPhone supply, not demand, capped growth

5 wks / appleinsider

Apple chasing memory supply to meet high customer demand — CEO Tim Cook says shortage will have a greater impact on its Q2 earnings

5 wks / tomshardware

Memory Shortage Haunts Apple’s Blowout iPhone Sales

5 wks / wsj / Dan Gallagher

Tim Cook Highlights 'Staggering' iPhone 17 Demand, Supply Constraints, and China Rebound

5 wks / iclarified

Apple Responds to Fast-Rising RAM and Storage Chip Prices

5 wks / bsky / @macrumors.bsky.social / macrumors.bsky.social

Apple can't secure enough chips as iPhone demand surges, memory prices rise

5 wks / cnbc

Apple Concedes It Entered The New Year With “Depleted Inventories” And “Less Flexibility” As Memory And Advanced Node Supply Constraints Begin To Bite

5 wks / wccftech / Rohail Saleem

Memory cost explosion won't hurt Apple too badly in Q2, may sting in Q3

5 wks / appleinsider

Apple Responds to Fast-Rising RAM and Storage Chip Prices

5 wks / macrumors / Joe Rossignol

Report: iPhone 18 Prices Won’t Budge Despite ‘RAMageddon’

5 wks / idropnews / Jesse Hollington

Beijing clears Nvidia’s H200 imports, ending chip uncertainty for China tech giants

scmp - Beijing has begun approving imports of Nvidia’s H200 graphics processing units (GPUs), according to two sources familiar with the matter, ending regulatory uncertainty over the US tech giant’s second most powerful artificial intelligence chip.The first ba…

#semiconductors #china #chips #nvidia #gpu #datacenter #supplychain #bytedance

China Approves First Nvidia H200 Chip Imports for Tech Giants

5 wks / winbuzzer / Markus Kasanmascheff

Report: China approves import of high-end Nvidia AI chips after weeks of uncertainty

5 wks / arstechnica / Benj Edwards

China greenlights 400,000 Nvidia H200 chip imports for tech giants, according to Reuters

5 wks / the-decoder / Maximilian Schreiner

Nvidia (NVDA) Stock: China Clears H200 Chip Imports for ByteDance, Alibaba, Tencent

5 wks / parameter / Trader Edge

China finally approves the first batch of NVIDIA H200 AI GPU imports

5 wks / engadget / Steve Dent

Beijing clears Nvidia’s H200 imports, ending chip uncertainty for China tech giants

5 wks / scmp

Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia

5 wks / cnbc

Nvidia rises after Reuters reports that China has approved the sale of 400,000 H200 chips to Chinese tech firms

5 wks / sherwood / Hyunsoo Rim

China Approves Purchases of Nvidia’s H200 Chip, Easing Tension With U.S.

5 wks / wsj / Raffaele Huang

ASML bookings nearly double expectations on AI demand

Erik van Klinken / techzine - ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker’s results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-b…

#ai #semiconductors #chips #genai #stockmarket #earnings #business #supplychain #manufacturing #technology

ASML slashes 1,700 jobs even as demand for chipmaking machines hits record highs

5 wks / techspot

ASML’s record orders show chipmakers are still betting big on AI data centers.

5 wks / bsky / @techcrunch.com / techcrunch.com

Wall Street thinks the next bottleneck in AI is chip equipment

5 wks / sherwood / Matt Phillips

The AI infrastructure boom shows no sign of slowing down

5 wks / techcrunch / Russell Brandom

ASML Holding (ASML) Stock: Record Orders Smash Forecasts as AI Demand Soars

5 wks / parameter / Trader Edge

(PR) ASML Reports €32.7 Billion Total Net Sales and €9.6 Billion Net Income in 2025

5 wks / techpowerup

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / techxplore

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / go

ASML rises on revenue beat and rosy topline outlook, outweighing slightly softer margins

5 wks / sherwood / Luke Kawa, David Crowther

ASML bookings nearly double expectations on AI demand

5 wks / techzine / Erik van Klinken

ASML forecasts bumper sales on back of AI boom

5 wks / ft

Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues

5 wks / cnbc

SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

cnbc - South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, to beat estimates.

#ai #semiconductors #chips #samsung #earnings #business #supplychain #skhynix #technology #memory

SK Hynix Stock: Memory Chipmaker Posts Record Earnings on AI Surge

5 wks / parameter / Trader Edge

SK Hynix Plans to Establish a Dedicated US-Focused Wing, Ironically Called the “AI Company,” to Capitalize on Memory Demand

5 wks / wccftech / Muhammad Zuhair

Micron rises after rival SK Hynix posts record sales and profits

5 wks / sherwood / Claire Yubin Oh

(PR) SK hynix to Establish U.S. Arm Specialized in AI Solutions

5 wks / techpowerup

SK hynix to launch new U.S.-based AI solution firm

5 wks / co / Kang Yoon-seung

South Korea's SK Hynix to establish a special ‘AI Company’ in the U.S.

5 wks / cnbc

SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

5 wks / cnbc

(3rd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(2nd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(PR) SK hynix Announces FY25 Financial Results, Posts Record-High Results and Delivers Highest Shareholder Returns

5 wks / techpowerup

(LEAD) SK hynix sets record operating profit in 2025 amid AI boom

5 wks / co / Kang Yoon-seung

SK hynix sets record operating profit of 47.2 tln won in 2025

5 wks / co / Kang Yoon-seung

Amazon To Shut Down All Amazon Go and Amazon Fresh Stores

msmash / slashdot - Amazon is closing all of its Amazon Go and Amazon Fresh physical stores in a shift to focus on its online same-day delivery service and new big-box retail stores. From a report: The e-commerce giant said Tuesday that some of its shuttered Amazon-branded b…

#ecommerce #digitaltransformation #amazon #business #supplychain #food #delivery

Basic closure announcements of Amazon's physical retail stores (5)
Physical store experiment deemed unsuccessful (1)
Whole Foods conversion signals digital-first strategy shift (4)
All Other Stories

Basic closure announcements of Amazon's physical retail stores

Amazon is closing its Fresh grocery and Go convenience stores

5 wks / techxplore

Amazon shutters all of its physical Go and Fresh stores

5 wks / theverge / Stevie Bonifield

Amazon is closing its physical Amazon Go and Amazon Fresh stores

5 wks / techcrunch / Amanda Silberling

Amazon to Shut Down All Amazon Go and Amazon Fresh Stores

5 wks / ycombinator

Amazon Closing Fresh and Go Stores

5 wks / ycombinator

Physical store experiment deemed unsuccessful

Amazon’s Physical Store Experiment Has Failed

5 wks / gizmodo / Bruce Gil

Whole Foods conversion signals digital-first strategy shift

Amazon is closing its grocery stores. Here’s what it’s building instead

5 wks / fastcompany / Taylor Hatmaker

Amazon Shutters Go and Fresh Stores as Whole Foods Expands

5 wks / pymnts / PYMNTS

Amazon Go and Fresh stores are closing as Amazon focuses on grocery delivery and Whole Foods

5 wks / engadget / Kris Holt

Amazon To Shut Down All Amazon Go and Amazon Fresh Stores

5 wks / slashdot / msmash

All Other Stories

Amazon Announces Closure of Majority of Amazon Go and Amazon Fresh Physical Stores — Amazon said Tuesday it will close the majority of its Amazon Go and Amazon Fresh brick-and-mortar locations and convert remaining sites to other formats. The move signals

5 wks / bsky / @rawdiary.com / rawdiary.com

These retail closures will not impact customers who use Amazon for grocery delivery.

5 wks / bsky / @techcrunch.com / techcrunch.com

Amazon announces it is closing its Amazon Go and Amazon Fresh stores techcrunch.com/2026/01/27/a...

5 wks / bsky / @phillewis.bsky.social / phillewis.bsky.social

Micron builds $24 bn Singapore chip fab as AI demand soars

techxplore - US chip firm Micron said Tuesday it was building a $24 billion plant in Singapore to help meet soaring AI-driven demand that has caused a global shortage of memory components.

#ai #semiconductors #chips #business #supplychain #asia #economy #manufacturing #technology #memory

Micron continues fab spending spree with $24B NAND storage plant in Singapore

5 wks / theregister / Tobias Mann

Micron (MU) Stock: Launches $24B Singapore Wafer Plant to Fuel AI Storage

5 wks / parameter / Yasmin Werner

Micron starts construction on $24bn wafer fab in Singapore

5 wks / techmonitor / Anwesha Pattanaik

Image post - please click to view at origin

5 wks / bsky / @techpowerup.com / techpowerup.com

Micron builds $24 bn Singapore chip fab as AI demand soars

5 wks / techxplore

(PR) Micron Breaks Ground on Advanced Wafer Fabrication Facility in Singapore

5 wks / techpowerup

Micron gains after breaking ground on new facility in decade-long, $24 billion investment plan

5 wks / sherwood / Luke Kawa

Micron to invest $24 billion in Singapore plant as AI boom strains global memory supply

5 wks / cnbc

Micron plans $24-billion memory chipmaking plant in Singapore

5 wks / reddit / /u/Boreras

Zotac reportedly cancels GPU orders and raises MSRP by $200 or more across the board — the company blames 'system error' for cancellations

tomshardware - Zotac is said to have hiked prices on multiple Nvidia RTX GPUs, with one user claiming that the company canceled their order before the MSRP increase.

#hardware #ecommerce #nvidia #gpu #business #supplychain #scam #pricing #manufacturing #technology

Zotac reportedly cancels GPU orders and raises MSRP by $200 or more across the board — the company blames 'system error' for cancellations

5 wks / tomshardware

ZOTAC Reportedly Cancels RTX 5090 Orders, Then Hikes Up GPU Prices Citing “System Error”

5 wks / wccftech / Sarfraz Khan

Apple May Soon Revive Intel Partnership

Usman Qureshi / iphoneincanada - Apple is reportedly planning to partner with Intel to manufacture iPhone chips by 2028, moving some production to the U.S. to diversify its supply chain.The post Apple May Soon Revive Intel Partnership first appeared on iPhone in Canada.

#semiconductors #apple #chips #business #iphone #supplychain #intel #manufacturing #technology #smartphone

One analyst is doubling-down on his prediction that Intel might become a secondary manufacturer for Apple Silicon, but not for high-end devices.

6 wks / bsky / @appleinsider.com / appleinsider.com

Apple Rumored to Partner With Intel on iPhone Chips

6 wks / bsky / @macrumors.bsky.social / macrumors.bsky.social

Apple may use Intel for some iPhone chips, but not its most advanced silicon

6 wks / appleinsider

Apple May Soon Revive Intel Partnership

6 wks / iphoneincanada / Usman Qureshi

Intel Poised to Secure Apple Chip Orders as 14A Node Hits Milestones [Analyst]

6 wks / iclarified

Apple Rumored to Partner With Intel on iPhone Chips

6 wks / macrumors / Joe Rossignol

Intel (INTC) Stock Falls After Missing Q1 Revenue and Earnings Guidance

Trader Edge / parameter - TLDR Intel stock collapsed 13% after hours following weaker-than-expected Q1 revenue and earnings guidance The chipmaker can’t produce enough AI server chips to meet customer demand due to manufacturing issues First-quarter revenue outlook of $11.7-12.7 b…

#semiconductors #chips #stockmarket #earnings #business #supplychain #intel #economy #manufacturing

One-Minute Daily AI News 1/23/2026

5 wks / reddit / /u/Excellent-Target-847

Image post - please click to view at origin

6 wks / bsky / @arstechnica.com / arstechnica.com

Core Ultra Series 3 launch may be hampered by chip shortages, says Intel

6 wks / arstechnica / Andrew Cunningham

AMD jumps as Intel’s supply constraints offer chance for CPU market share gains

6 wks / sherwood / Luke Kawa

Intel Shares Slide as Costs Pile Up in Bid to Meet AI Demand

6 wks / wsj / Sean McLain

Intel (INTC) Stock Falls After Missing Q1 Revenue and Earnings Guidance

6 wks / parameter / Trader Edge

Intel stock drops 14% as manufacturing troubles overshadow earnings beat

6 wks / cnbc

Intel is losing money — and the stock is losing ground

6 wks / qz / Niamh Rowe

Intel stock plunges 13% on soft guidance, concerns about chip production

6 wks / reddit / /u/Geddagod

Intel stock falls 6% after company offers soft first-quarter guidance

cnbc - Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

#semiconductors #chips #stockmarket #earnings #business #supplychain #intel #manufacturing

Advanced nodes and foundry expansion updates (2)
CEO pivot limits AI customer growth (1)
Wafer supply constraints and production shifts (4)
Weak Q1 guidance driving sharp stock reactions (8)
All Other Stories

Advanced nodes and foundry expansion updates

Intel Gives Rundown on 14A/18A Chips & Advanced Packaging Opportunities, Revealing Customer Commitments Expected to Flow In by H2 2026

6 wks / wccftech / Muhammad Zuhair

Intel Confirms 14A Wafer Capacity Expansion Only Follows Customer Commitments

6 wks / techpowerup

CEO pivot limits AI customer growth

Intel CEO Blames Pivot Toward Consumer Opportunities as the Main Reason for Missing AI Customers, Says Client Growth Will Be Limited This Year

6 wks / wccftech / Muhammad Zuhair

Wafer supply constraints and production shifts

Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends

6 wks / tomshardware

Intel Reallocates PC Production Capacity to Server CPUs Amid Tight Wafer Supply

6 wks / techpowerup

Intel Q4 Beats Estimates as 18A Ships, Supply Constraints Hit Early 2026

6 wks / analyticsindiamag / Siddharth Jindal

Weak Q1 guidance driving sharp stock reactions

INTC stock is plunging today despite Intel earnings that beat Wall Street expectations. Here are 2 reasons why

6 wks / fastcompany / Michael Grothaus

Intel tumbles as pleas for time to deliver its turnaround fall on deaf ears

6 wks / sherwood / Luke Kawa

Intel optimism wanes after disappointing outlook

6 wks / techzine / Erik van Klinken

Intel’s revival hits a bump in the road as its guidance falls short of expectations

6 wks / siliconangle / Mike Wheatley

Intel stock falls 6% after company offers soft first-quarter guidance

6 wks / cnbc

Intel (INTC) Stock: Earnings and Revenue Beat, Yet Weak Q1 Forecast Weighs

6 wks / parameter / Yasmin Werner

(PR) Intel Reports Q4 and Full-Year 2025 Financial Results

6 wks / techpowerup

Intel slumps after Q1 guidance disappoints

6 wks / sherwood / Matt Phillips

All Other Stories

www.cnbc.com/2026/01/22/i...

6 wks / bsky / @mmeadway.bsky.social / mmeadway.bsky.social

Future Apple product plans may be at risk following Luxshare hack

appleinsider - Apple supply chain member Luxshare suffered a major data breach in December, and hackers that pilfered the files are now offering it for sale on the dark web. It looks legit.Luxshare's existing US office near Apple Park — image credit: Apple MapsThe Apple…

#cybersecurity #apple #china #cybercrime #supplychain #hack #manufacturing #gadgets #tradesecrets #intellectualproperty

Apple supply chain member Luxshare suffered a major data breach in December, and hackers that pilfered the files are now offering it for sale on the dark web. It looks legit.

6 wks / bsky / @appleinsider.com / appleinsider.com

Future Apple product plans may be at risk following Luxshare hack

6 wks / appleinsider

Hackers Steal 3D CAD Models of Secret Apple Products

6 wks / iphoneincanada / Usman Qureshi

Ransomware Group Threatens to Leak Confidential Apple Product Data Stolen From Luxshare

6 wks / iclarified

Apple's Secret Product Plans Stolen in Luxshare Cyberattack

6 wks / macrumors / Hartley Charlton

OnePlus faces dismantling claims after 20% drop in global phone shipments

Kerem Gülen / dataconomy - New reports indicate OnePlus, the smartphone brand owned by Oppo, faces closure. This development, first reported by Android Headlines, cites anonymous employees across North America, the EU, and Asia, alongside four independent analyst firms and market d…