$INTC NEXT GEN EMIB-T ALREADY AT 95% YIELD
Felt this one flew under the radar. Meanwhile $NVDA is struggling because of $TSM's CoWoS yield as they try to copy Intel's strategy with next generation CoWoS, shows how much TSMC fears Intel's rapid gains.
https://t.co/NbSaAAoGIF
$hood I can't open/close positions. Every time I try to buy/sell shares, instantly get a notification that short selling is currently unavailable and pushes me back to the previous screen. WTF is this?!
@RobinhoodApp@AskRobinhood
$hood I can't open/close positions. Every time I try to buy/sell shares, instantly get a notification that short selling is currently unavailable and pushes me back to the previous screen. WTF is this?!
@RobinhoodApp@AskRobinhood
$hood I can't open/close positions. Every time I try to buy/sell shares, instantly get a notification that short selling is currently unavailable and pushes me back to the previous screen. WTF is this?!
@RobinhoodApp@AskRobinhood
$INTC Intel just confirmed 18A-P has entered risk production on schedule, which is the first performance-enhanced version of the 18A platform.
- Fully design-rule compatible with 18A
- 9% higher perf at iso-power or 18% lower power at iso-perf
- New Power Boost dual-contact transistor for better drive current & frequency
- 20-40% improved thermal resistance and tighter variation control
- Strong silicon results on GAA + backside power: ~30% freq at low voltage, 10ร lower droop, up to 6% freq or >15% power savings
Intel Foundryโs future R&D was also shown:
CFET inverters at 45nm pitch, GaN+Si integration, and ruthenium interconnects with ~35% lower capacitance.
This shows Intel hitting timelines while pushing differentiated tech for AI-era chips. To me, this is a signal on execution and long-term roadmap, with the inevitable volume ramps.
Not one to get sentimental but this one hit hard. Oliver was unapologetically goofy and himself. I have a number of memories listening to his earlier music during an important time of my life. Saw him live in 2019. Still having a hard time processing this.
Rest in peace Oliver Tree Nickell June 29th, 1993 - June 14th, 2026
Your legacy will live on forever โค๏ธ Thank you to everyone who has reached out, shown love, support and has done incredible tributes for Oliver. The constant love, support and positivity is helping the family, friends and collaborators make it through these extremely difficult times.
Oliver is now back in California where he can finally rest. His legacy will live on through his foundation/endowment named โDr. Oliver Treeโs Extremely Epic Grant For Baby Geniusesโ coming soon. This is something that Oliver had put together before his passing, written in his will. We will make sure his wish comes to fruition so that more joy, love and art can be spread into the world, that was his final wish.
Love you all so much, Oliver would be so proud of every one of his supporters, friends and family.
Peace be with Oliver โฆ โค๏ธ
$AUR AVI-SPL Launches Commercial Autonomous Freight Operations with Volvo VNL Powered by Aurora Driver
AVI-SPL has started real commercial autonomous trucking between Dallas and Houston using Volvo VNL Autonomous trucks equipped with the Aurora Driver. The company is moving high-value audio-visual equipment together with end-of-life gear for its precious metals recycling program, showing strong confidence in the technology for premium and secure cargo on a key logistics corridor.
Source: https://t.co/bJwA9epEtJ
๐ข ๐๐๐๐ ๐๐: $QS QuantumScape and Honda Sign Solid-State Battery Research Agreement
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:
โค ๐๐ฎ๐๐ง๐ญ๐ฎ๐ฆ๐๐๐๐ฉ๐ and ๐๐จ๐ง๐๐ ๐&๐ signed a joint research agreement.
โค Partnership includes a ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ฒ๐๐๐ซ program focused on solid-state battery development.
โค Research will target both ๐๐๐ญ๐ญ๐๐ซ๐ฒ ๐ญ๐๐๐ก๐ง๐จ๐ฅ๐จ๐ ๐ฒ and manufacturing process improvements.
โค Agreement follows Honda's successful completion of a ๐ญ๐๐๐ก๐ง๐จ๐ฅ๐จ๐ ๐ฒ ๐๐ฏ๐๐ฅ๐ฎ๐๐ญ๐ข๐จ๐ง of QS batteries.
โค Honda conducted an in-depth technical study and ๐๐จ๐ฆ๐ฉ๐๐ญ๐ข๐ญ๐ข๐ฏ๐ ๐๐๐ง๐๐ก๐ฆ๐๐ซ๐ค๐ข๐ง๐ of QS technology.
โค Honda said QS technology demonstrated ๐๐จ๐ฆ๐ฉ๐๐ฅ๐ฅ๐ข๐ง๐ and unique advantages during testing.
โค QuantumScape develops ๐ฌ๐จ๐ฅ๐ข๐-๐ฌ๐ญ๐๐ญ๐ ๐ฅ๐ข๐ญ๐ก๐ข๐ฎ๐ฆ-๐ฆ๐๐ญ๐๐ฅ battery technology.
โค QS believes its batteries can enable ๐ฌ๐๐๐๐ซ and higher-density energy storage.
๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:
โค Honda's endorsement adds credibility to QuantumScape's ๐ฌ๐จ๐ฅ๐ข๐-๐ฌ๐ญ๐๐ญ๐ battery platform.
โค Partnership could accelerate commercialization of ๐ง๐๐ฑ๐ญ-๐ ๐๐ง EV battery technology.
โค Successful development may improve ๐๐ ๐ซ๐๐ง๐ ๐, safety, and charging performance.
๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:
โค "QS technology demonstrated compelling and unique advantages during our evaluation. We see potential for QS technology to add value across a range of applications, including automotive, and we are excited to move forward into the next phase of our partnership." โ ๐๐ญ๐ฌ๐ฎ๐ฌ๐ก๐ข ๐๐ ๐๐ฐ๐, Chief Operating Officer, Research Center of Excellence, Honda R&D Co., Ltd.
โค "Honda is a leading global automaker renowned for its engineering excellence and product quality across automotive and other applications worldwide, and its evaluation represents one of the most rigorous assessments of our technology to date. This agreement reflects the growing confidence in QS solid-state lithium-metal batteries to enable safer, higher-density energy storage." โ ๐๐ซ. ๐๐ข๐ฏ๐ ๐๐ข๐ฏ๐๐ซ๐๐ฆ, CEO and President of QuantumScape.
Intel (INTC) Note Takeaways:
โขBig Raise for Foundry Capacity
โฆIntel 3: +80% (mainly Ireland) by end-2028 (vs end-2026)
โฆ18A: +100% (Arizona) by end-2028 (vs end-2026)
โฆ14A: Strong ramp in Oregon
โขCapacity Drivers:
โฆRobust server CPU demand
โฆ18A yields improving to ~80%, EMIB to 90-95% in recent weeks
โฆMajor U.S. fabless on pipeline
โฆMajor smartphone maker to start with 18A-P (tablets/PCs) + committed to 14A capacity
โฆTeraFab project late-2028
โข18A Capacity Shift:
Pathfinder Lake volume wafer capacity โ Clearwater Forest (CWF) starts 3Q26, with full volume 1Q27 (expected to be ~1/3 of total 18A wafers)
โขFinancial Matrix:
โฆIFS to turn profitable in 2H27
โฆDCAI revenue +39% YoY in 2026E / +30% in 2027E
โขNvidia Collaboration: Likely includes x86 CPUsโจโ PC (RTX + Nova Lake in 2027)โจโ Server CPUs (Intel x86 IP + foundry) in late 2028
โขTP Raised to $135