Intel faces a defining test as it works to turn billions in manufacturing investment into a competitive foundry business. New customers, Intel 18A production performance and rising demand for AI data centres could shape whether the company can challenge TSMC and regain investor confidence.

Apple surpassed Wall Street expectations as strong iPhone demand and higher prices lifted quarterly revenue. Rising chip costs, slower services growth and intensifying AI competition could challenge its momentum.

Marvell’s planned acquisition of Lumentum marks a bold move to shape how tomorrow’s AI data centres connect and communicate. The combination reaches beyond chips, bringing optical technology into focus as companies race to build faster, more capable computing infrastructure.