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A comment on Intel stock collapse worsens as $3.5T chip rout spreads. Parent comment

Re:Intel stock collapse worsens as $3.5T chip rout spreads by cm2187 on Tuesday November 03, 2026 @01:23AM (#50348729)
Not really. As far as I can tell the reason Intel routed seems to be because of an explosion in one of their fabs making Xeons which reduced production, and because no one buys new desktops and servers anymore because of the cost of RAM and storage. Given intel isn't big on AI chips, they are a casualty of the AI bubble.
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Re:Intel stock collapse worsens as $3.5T chip rout spreads by Melatonic on Tuesday November 03, 2026 @01:57AM (#50348919)
Link ?

Their newest workstation chips (Xeon 600) are awesome. But limited supply.

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Re:Intel stock collapse worsens as $3.5T chip rout spreads by cm2187 on Tuesday November 03, 2026 @04:42AM (#50349927)
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-5...
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Re:Intel stock collapse worsens as $3.5T chip rout spreads by paganel on Tuesday November 03, 2026 @02:12AM (#50349004)
> of an explosion in one of their fabs making Xeons

I guess this is related to Israel, isn't it? Meaning a fab they had installed there. Or maybe I'm thinking of the wrong Intel property blowing up.

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