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Saturday, 2 November 2024

Intel outlines plan to break free from TSMC manufacturing, including making a majority of Nova Lake CPUs, due in 2026, internally (Anton Shilov/Tom's Hardware)

Anton Shilov / Tom's Hardware:
Intel outlines plan to break free from TSMC manufacturing, including making a majority of Nova Lake CPUs, due in 2026, internally  —  Good days are coming for Intel.  —  Intel's next-generation Panther Lake (via SeekingAlpha) processors will contain 70% in-house silicon, positively affecting the company's margins.



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...