Intel unveils USAI narrative: emphasizing over 50 years of US-based manufacturing, announces it's building AI agents for the US military.

Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with semiconductor giants Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) recently securing controversial export licenses to sell chips in China.

Seeking Alpha's roundup of statements, announcements and remarks that could impact the technology sector. Read more here.

In a potentially dramatic shift for corporate America and U.S. industrial policy, the Trump administration is actively considering a plan to buy a direct stake in Intel, one of the world’s largest and most strategically important chipmakers and the recent target of fierce criticism from the president himself.

MaxSun's upcoming Intel Arc Pro B60 Dual 48GB graphics card will cost $1200, with the dual-GPU rocking 48GB VRAM card to begin shipping next week.

Intel's current AI accelerator lineup comes from Habana Labs, an AI chip company Intel acquired in 2019. The Gaudi family of AI chips aren't traditional GPUs, although they're similar in nature.

TSMC's moat continues to be wide, as Intel's foundries future is uncertain, with no major customer for 14A yet, as 18A is only used internally.