The Chip Insider®–The New Intel Trinity. Hi-NA too expensive? The TSMC controversy and the inside story.

 

  2 Min Read     May 13, 2026

 
 

Latest Chip Insider report looks at Intel’s Q1 2026 earnings which reveal improved yields, strong leadership, and Hi-NA EUV debate—marking a potential turnaround vs. TSMC.

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The New Intel Trinity: In its first quarter 2026 earnings call, Intel pulled 4 aces out of the deck. They beat analyst estimates on top and bottom lines, while doubling down with revenue and earnings guidance beats. The question: Is Intel firing on all cylinders again, or is this a one-hit wonder?

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