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The Marked Chart Wire · Tech and AI
HotTeraFab
Elon Musk is said to be changing course on the $16.8 billion Texas semiconductor facility, possibly resuming discussions with TSMC regarding shared ownership and operations. Intel also maintains a stake in the venture, though no final agreement exists.
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AI and chips
Taiwan Semiconductor Manufacturing Co. remains central to the production of most advanced computing units as the artificial intelligence build-out continues.
Intel
Intel stock declined on Friday because rising memory prices are reducing the company's sales of chips for personal computers.
Tesla Optimus
Tesla is said to begin accepting deposits for its Optimus humanoid in early December. The unit costs over $20,000, with deliveries expected no sooner than late 2027.
Smartphone Chips
Counterpoint reports that worldwide mobile chip deliveries declined 21 percent year over year in Q3 2026. The firm expects a 20 percent drop for the full year as manufacturers cut budget models.
Intel
Intel is said to be creating a new processor called Moon Lake to replace its N-series lines. The design features four efficiency cores and could debut in 2028 for entry-level laptops.
AI Spending
Amazon shares fell 7 percent and Intel plunged 25 percent in premarket trading. Investors are concerned about the scale of artificial intelligence spending by major technology companies.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.