Intel

RBC: Intel in talks with Apple to build iPhone processors

Intel's proposal: We build ARM chips for iPhone if Apple switches to Intel chips for iPad

FORTUNE -- Hot on the heels of his colleague Amit Daryanani's speculation about where Apple might go to supplement -- or entirely replace -- Samsung as the sole supplier of processors for Apple's mobile devices, RBC Capital's Doug Freedman reports Friday that Cupertino is already in talks with one of top contenders: Intel.

Acknowledging that there's been speculation MORE

If Samsung doesn't supply Apple's processors, who will?

Switching foundries isn't easy, says an analyst. It's going to take years and cost billions.

FORTUNE -- Samsung, believe it or not, is still the sole supplier of the processors that run every iPhone, iPad and iPod touch that Apple (AAPL) sells.

On the assumption that Tim Cook will not want to be forever dependent on a company that he claims has stolen Apple's intellectual property and as everyone can see is MORE

Today in Tech: Yahoo's Marissa Mayer spurs 18-month stock high

Also: Why Intel's outgoing CEO won't be remembered for mobile; tablet options causing shopping confusion.

Yahoo shares reach 18-month high as investors warm to new CEO [REUTERS]

"Money managers are staring to want to own this name again," said Colin Gillis, an analyst with BGC Partners.

"For the amount of traffic they have, and the assets they have, they should be able to squeeze some value out of that," Gillis said, referring to Yahoo. MORE

Intel's Otellini won't be remembered for mobile

Even if his departure is amicable, Otellini is leaving Intel during a rough patch. While the chipmaker still rules the PC industry, it has stumbled in the smartphone and tablet markets.

FORTUNE -- Intel CEO Paul Otellini led the chipmaker to record sales -- a whopping $54 billion in its last fiscal year. He also drove the "ultrabooks" movement in an effort to reignite demand for PCs and spearheaded breakthrough innovations like MORE

Today in Tech: OS X may get Apple Maps and Siri, too

Also: Intel's CEO retiring in May; Cisco acquires Meraki.

Early builds of Apple's upcoming OS X10.9 include Siri and Maps integration [9 TO 5 MAC]

In addition to that, Apple plans to integrate its so-far criticized and controversial mapping service into OS X as a framework for developers, according to people familiar with early testing. Like on iOS devices, if the feature moves past early testing, developers will be able to embed a MORE

Today in Tech: The real reason Apple shares are plummeting

Also: Why Silicon Valley is so darned narcissistic; Lenovo reveals record quarterly earnings. 

Product questions and threats of higher tax hit Apple shares [THE NEW YORK TIMES]

Owners of Apple shares would have good reason to fear higher taxes on capital gains. Apple shares have appreciated mightily since 2005 when they were about $35 apiece; they began this year at $411 and peaked at more than $700 in late September. The drop MORE

Gordon Moore's journey

The Silicon Valley legend talks about Intel, life before venture capital, and, of course, Moore's law.

By David A. Kaplan, contributor

FORTUNE -- Gordon Moore has been present at the creation of three legendary companies of Silicon Valley. You could call him one of the founding fathers of the place. Yet he calls himself the ultimate "accidental entrepreneur."

At 27, not long out of Caltech, he was recruited in 1957 by William MORE

Tech investors brace for a cruel summer

The living will most definitely not be easy. A sense of deep unease is settling in among technology investors as second-quarter earnings approach.

By Kevin Kelleher, contributor

FORTUNE – Summertime may be when the living is easy for many people, but not for tech investors this year. As the time draws near for many companies to report their second-quarter earnings, a last-minute sense of unease is setting in among investors and analysts.

Since MORE

Apple's Mac sales fell (IDC) or grew (Gartner) last quarter

Why can't the two leading PC market tracking firms get their acts together?

FORTUNE -- In separate reports on the state of the worldwide personal computer market issued Wednesday, Gartner and IDC agreed about one thing: The quarter that ended in June was a miserable one for traditional PC vendors.

Gartner called the market "flat." IDC's term was "stalled." Both reported a decline in global shipments of 0.1%. Both attributed it to MORE

Ultrabooks: Which MacBook Air wannabes lead the pack?

A new survey picks winners among the second generation of lightweight Windows PCs

FORTUNE -- Ultrabooks were supposed to be Intel's (INTC) and Microsoft's (MSFT) answer to Apple's (AAPL) MacBook Air -- featherweight laptops powerful enough to do the heavy lifting that power users require.

But so few sold in their first year on the market that the New York Times reported in April that the research firms NPD Group and Gartner MORE