Intel year-end wrap-up Lip-Bu has delivered gifts for shareholders and tech enthusiasts alike. Where Intel goes from here to reclaim lost glory. https://t.co/7Y4xOyZzqz

I said this back in February: Arizona Fab 52/62 is a ~40K WSPM-class ramp, and Fab 52 should reach HVM in 2H’25. Now CNBC basically puts it on camera for everyone. In their interview, Naga Chandrasekaran states clearly: “Fab 52 itself is capable of running more than 10,000 wafer

🇨🇳#China will surely be reunified and must be reunified. China will take all necessary measures to safeguard national sovereignty and territorial integrity. #Taiwan

Great Article Couple tidbits from Naga: Fab 52 can do 40k WSPM (yuge way more than TSMC Az) "We are making yield improvements, defect density improvements, month-over-month and hitting our goals," "So I believe we have turned the corner." $INTC https://t.co/ARV5k3gjMN

Intel just filed an application to extend the land-use approval for its Ronler Acres campus by two years to support the D1X Mod 4 (D1XM4) construction project. To me, this is a clear signal: Intel is not abandoning additional fab build-out in Oregon and will continue progressing

TSMC is only bringing process nodes 2 generations behind to the US If anyone thought TSMC is America's fab They are not

It’s so crazy how for a year I’ve been saying all of this !!! I was laughed out the room several times pitching Intel to people. Intel is the next Nvidia. If you really want to be a multi millionaire join while you can and ask for as much stock as possible. Literally take a

.@Intel is proud to partner with the U.S. Department of Energy to advance the Genesis Mission, a dedicated national effort to unleash a new age of AI‑accelerated innovation and discovery. We look forward to working with DOE and the broader scientific community to help solve the

In September 2023, the @substrate team prepared an analysis on China's (still) not-yet-known rapid progress in advanced precision optics for EUV. This important work by China might otherwise be missed. We redacted portions we deemed best to protect.

GFHK: We see a high likelihood that NVIDIA and AMD’s server SKUs will use Intel 14A. PTL yields reached 60–65% as of November, and the target is 70% by the end of 2025. $INTC

"Recruits included Lin Nan, ASML's former head of light source technology"

RT @Sino_Market: 🇨🇳 CHINESE RESEARCHERS COMPLETED A WORKING EUV PROTOTYPE IN EARLY 2025, SOURCES SAY THE MACHINE HAS NOT YET PRODUCED WORK…

I only just saw Bernstein’s report saying that SK hynix’s HBM exports in November collapsed. But there’s an interesting detail too: HBM export volumes for Intel’s EMIB increased. Could Intel be preparing a product that uses HBM? $INTC

ASIC's keep winning

AMD has much more exposure to the DRAM shortage than Intel due to dominance in the DIY market. Intels OEM/enterprise customers largely have longer term contracts and are less exposed to shortages, while AMD controls 80%+ of the DIY market and their top selling CPUs rely on DDR5

Vivek at Bofa acknowledging Intel foundry might work Stacy is next

When Intel slowed Ohio, I was skeptical. Five months later, Lip-Bu Tan threatened to kill 14A without major external commitments. That’s when I understood: this was never just business. It’s leverage and politics. New Substack post Lip-Bu Tan’s Ultimatum: The Intel 14A Trinity

Intel named Robin Colwell as senior vice president of government affairs, enlisting a Trump administration official to oversee the chipmaker’s relationship with policymakers and regulators

$INTC | Intel Leadership Updates: ➤ Robin Colwell Has Joined Intel As Senior Vice President Of Government Affairs ➤ Pushkar Ranade Will Serve As Interim Chief Technology Officer ➤ Annie Shea Weckesser Appointed Senior Vice President & Chief Marketing And Communications

A lot of people are asking me does Broadcom have a moat? Does Nvidia have a moat? But Intel actually has one in Oregon

PAX SILICA 🚀 🇺🇸