- The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.
- Major AI chipmakers including Nvidia, AMD, Intel, and Micron are facing intense rivalry and high demand from hyperscalers for specialized AI hardware and memory products.
Intel's stock plunge, coupled with HSBC's valuation of its foundry unit and its use in Nvidia DGX systems, highlights market pressures and strategic shifts.
2 reports, 1 independent
Updated Sep 2
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What happened
Intel's stock plunge, coupled with HSBC's valuation of its foundry unit and its use in Nvidia DGX systems, highlights market pressures and strategic shifts.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Nvidia acquired a stake in Intel while competing with AMD.1 source
- Intel's foundry business faces concerns over losses, though progress on the 14A chip improves the outlook for the division.Sub-event
Intel's stock plunge and HSBC's valuation of its foundry unit amid AI hardware rivalry.1 source
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Part of
Major AI chipmakers including Nvidia, AMD, Intel, and Micron are facing intense rivalry and high demand from hyperscalers for specialized AI hardware and memory products.Also in this story
- Nvidia, Schneider Electric, and AMD are leveraging partnerships to establish a liquid cooling solutions factory in Bengaluru, capitalizing on surging AI demand in India.
- Intel maintains a higher valuation than Nvidia, while its revenue growth lags behind AMD's.
- Intel and AMD contributed to a broad-based rally in semiconductor stocks, leading the Nasdaq composite rally on September 17, 2026.
- AMD and Nvidia increase prices for services utilizing their respective AI hardware, including EPYC CPUs and H100/B300 GPUs.
The entities involved
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AMD
American multinational semiconductor company
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Intel
American multinational technology company
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Nvidia
American multinational technology company
Related events
- Intel is strategically pivoting by expanding its foundry business to compete with TSMC, facing increased rivalry from AMD and market pressure from Nvidia's AI dominance.
- Intel is tracking orders from Google AI while competing with Nvidia in the data center market, leveraging its own foundry division.
- Intel is expanding U.S. factories with investments from the Trump administration, navigating fierce competition from companies like Nvidia and AMD.
- Intel is focusing on the growth of its CPU franchise, leveraging the background of Altera as a former wholly owned subsidiary.
- The PC industry downturn affects both AMD and Intel chip businesses.