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Intel (INTC.O) CFO: We expect factories to continue increasing supply in the third and fourth quarters, but at a slower pace than previously anticipated.

2026-04-24

Intel (INTC.O) CFO: We expect factories to continue increasing supply in the third and fourth quarters, but at a slower pace than previously anticipated.

Other News
2026-04-24

IGO Ltd. shares fell as much as 14% after the company sharply cut production guidance for Greenbushes, the world’s largest hard-rock lithium mine. Output is now expected at 1.38–1.43 million tons, down from 1.50–1.65 million, citing systemic issues a

IGO Ltd. shares fell as much as 14% after the company sharply cut production guidance for Greenbushes, the world’s largest hard-rock lithium mine. Output is now expected at 1.38–1.43 million tons, down from 1.50–1.65 million, citing systemic issues across safety, feed grade, recoveries, maintenance, and plant reliability. IGO also reported higher underlying earnings of A$119 million versus A$30 million a year earlier, supported by stronger lithium prices. Analysts said the downgrade represents a reset in expectations rather than a one-off shortfall.
2026-04-23

China’s solar installations dropped to a four-year low in March, adding only 8.91 gigawatts, signaling increased pressure on the sector. This slowdown follows a period of rapid expansion, with curtailment rates nearing government caps and manufacture

China’s solar installations dropped to a four-year low in March, adding only 8.91 gigawatts, signaling increased pressure on the sector. This slowdown follows a period of rapid expansion, with curtailment rates nearing government caps and manufacturers facing overcapacity and losses. March's figures contrast sharply with previous surges in installations triggered by policy shifts. Solar cell production also fell 21% year-on-year, marking the steepest drop since September. Despite this, solar exports surged by nearly 80%, driven by global energy disruptions and expiring export tax rebates.
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