@PetGelsinger I don't buy rumor I think it's more likely we see forced orders. And Intel gives a stake in exchange for rest of chips $ That's $5B (probably what Lip-Bu wanted with WS raise) Intel gives up maybe 10% of all of Intel. And Intel Foundry gets Az full and Ohio orders

President Trump had an exceptional meeting with South Korean President Lee. As a result of this meeting, the Koreans have agreed to invest $350 billion in America. These investments will be directed and approved by the President. President Trump has designated shipbuilding as the

Substrate aims to take out TSMC and ASML as 1 firm. Huge huge ambitions, but the starting point isn't 0. They have demonstrated some pretty incredible results with their tool but there's a ton of open questions as well. Read our dive into it below

Confidence up a bit due to some of the news in this piece, hasn't been publicly shared. It's pretty simple, if the tool works, Intel will take them out in all stock purchase. Pick your number, doesn't matter the valuation if Intel tests the tool in the fab and gets good results

How to Kill 2 Monopolies with 1 Tool Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers https://t.co/mMvW2jI6uy

Zuck going all in with that CAPEX guide Repeat of VR. Investors probably gonna hate it But that's the benefit of being founder led lol Intel potentially cutting an ASIC deal with them looks super attractive compared to some of Hyper Scalers

Nvidia might spend a few billion doing a redesign in ~9 months for 50 billion a year in revenue. It's all upside for them Nvidia already claimed they could switch foundrys easily if something happened to Taiwan last year

I still believe a fair trade for allowing top end AI chips to China is to force them to be made at Intel. Process node doesn't matte, comp is SMIC This is a massive rev opportunity and It would strengthen domestic production. No upside to juice TSMC earnings with these

At @Intel’s Fab 52 in Arizona, Panther Lake is already in production, on track to meet customer commitments and poised to become the industry’s most widely adopted PC platform. #IntelTechTour #IntelInvestsInUS

SOUTH KOREA PRESIDENTIAL POLICY CHIEF SAYS U.S. CHIP TARIFFS ON SOUTH KOREA TO BE NOT UNFAVOURABLE COMPARED TO TAIWAN

@SemiAnalysis_ Guy is claiming they have a production volume capable tool Shouldn't be that hard for Intel to send down a Litho team. Checkout the tool. Guessing they used Livermore accelerator. That would fit in Fab 62. If it works, Intel should just buy company lol https://t.co/tUEewI1km2

@substrate Fascinating read of ingenuity with little support for years until the market caught up Such a tragedy we allowed Cymer to be sold

Just to point out to many, Cymer. The company that actually invented light source used by ASML (drop tin shoot a laser) and DUV Started by 2 guys from San Diego who worked 'Star Wars'. With no actual money for years. So yes @substrate tool might be real https://t.co/navqKrtmDl

$INTC Nvidia used a picture of Intel 18A for cuLitho lol

"Mr. Proud said he had also held preliminary discussions with Intel, the veteran Silicon Valley chipmaker, about its technology." Long way to go. Guy sounds very ambitious. Best of luck to him. America certainly needs FEL's as a competitive advantage

Former TSMC SVP reportedly recruited by Intel to lead R&D division Wei-Jen Lo, former senior vice president of Corporate Strategy Development at TSMC, who retired in July 2025, is reportedly being courted by Intel to head its R&D division. However, former TSMC executives

I do think there's a good chance that either xLight or Substrate is acquired by Intel. If the technology works

I do think there's a good chance that either xLight or Substrate is acquired by Intel. If the technology works

Sounds like Substrate is also a FEL litho startup Very much like xLight Who is actually winning or ahead idk. But it's great for America. FEL lasers would be super export controled (used for other military stuff) They also wanna be a chip fab. Little laughable

OpenAI-Microsoft Pact Blog: https://t.co/ATGqh9qcQ6

$INTC CEO Says U.S. Government Stake Was a “Deliberate” Move to Drive a Comeback, Comparing It to How Taiwan Supports $TSM https://t.co/yhzLzriIcZ