A $1.5 billion defense infusion for North Carolina chipmaking signals a new era of Pentagon-backed reshoring - here's what it means for the industry.

The analyst who spent four years on the sidelines now sees real progress in Intel's chipmaking and design. Here's what it means for the turnaround story.

Solidigm's equipment-export request to Washington could reshape where the world's memory chips get made - and who gets to sell them.