Cool Surfer

[Cool Surfer @cool808surfer]

Oooo nice

[Cool Surfer @cool808surfer]

Applied Materials $AMAt and Intel $intc Collaborate to Accelerate Chipmaking Innovations for AI-Driven Computing https://t.co/mt6p8CrFJL

[Cool Surfer @cool808surfer]

Applied Materials $AMat & $intc Partner to Accelerate AI Chipmaking Technologies to get chips out to market faster
https://t.co/5cKFfwGv6W

[Cool Surfer @cool808surfer]

Mizuho Raises Forecasts Strong Price Appreciation for $intc
https://t.co/gAVAuzQsUf

[Cool Surfer @cool808surfer]

@rancher900 One more thing Elon said likely to be a supplement piece to Intel’s lead and 14A terafab production

[Cool Surfer @cool808surfer]

Nothing has changed with Intel's Terafab's agreement. Elon Musk publicly clarified on X that any potential chips from $TSm would likely be supplemental to the Primary Provider $intc
Bringing in TSMC acts as a massive insurance policy. In case Intel runs into delays delivering on its aggressive 14A schedule. "Trendforce reported that Intel is already 1 year ahead of it's schedule" $SPCX $tsla

https://t.co/A891iSHpgY

[Cool Surfer @cool808surfer]

@rancher900 Why tsm would only manage minor production lines but intc would still be the lead with Elon’s 14a terafab chip. I can’t wait to see tsm admit they are only a small part of the fab and intels chip is superior to any they will have in 2030

[Cool Surfer @cool808surfer]

@thingsaregrate @MarketWatch Up $15 one down $4 next day ho hum. Intc was $52.90 on April 7 after terafab news and today it’s $116 so what’s your point

[Cool Surfer @cool808surfer]

$tsm not replacing nor taking over lead at TeraFab, Elon said maybe TSM could add or be a supplement to $intc main Terfab chips.
https://t.co/3uojLrXLZU via @MarketWatch

[Cool Surfer @cool808surfer]

Not true research better. Elon said TSM would be a supplement of Intels lead at Terafab and role would be as a backup should 14A be delayed. TSM would be involved in some of the minor factory lineups basically as the lessor role. I doubt TSM going to acknowledge their chips are inferior to intels for Elon's fab. Deal was a headfake.

[Cool Surfer @cool808surfer]

@Klaudnin3 @TrendyVest talks were tsm we're a supplement of Intels lead at Terafab not tsm owning the fab or lead. TSM as a backup in case 14A was delayed

[Cool Surfer @cool808surfer]

@RightInStyle manipulation to raise tsm reporting next week and Elon trying to get spcx up stuck in the lows $150 to $225 again. Shts implying premarket TSM was replacing intel now we call know they're just a fall back and supplemental at best

[Cool Surfer @cool808surfer]

Do you believe Elon will invest in old chip manufactoring platforms for Terafab

$intc already manufactors chips with High NA
High-NA: The newer TWINSCAN EXE:5000 platform achieves an 8 nm resolution, enabling single-exposure printing for "SUB 2 nm" logic and dense memory nodes

$tsm will not invest in High NA until 2030-2035 because of high cost and they they are satisfied with current monetary income.
Low-NA: Older 1999 EUV lithography systems limited to chip production from 7 nm down to the 2 nm node

[Cool Surfer @cool808surfer]

@RightInStyle No chance for 2030 since their not buying asml's newest adv EUV until 2030 - installing testing engineering a product at best ready around 2035 unless they want to release inferior chips in 2030

[Cool Surfer @cool808surfer]

@Polymarket Fake hype, Elon wants tsm as a supplement backup to intel in case 14a has delays and part of the productions of chips for his bots and tsla chips. TSM not gonna admit their chips are inferior to Intl's 14A

[Cool Surfer @cool808surfer]

Intel $intc Data Center Comeback: Real Recovery or Just a Supply Squeeze? https://t.co/W0MDO6gn8j

[Cool Surfer @cool808surfer]

Here's What to Expect From Intel's $intc Next Earnings Report https://t.co/MsTwC9sNfn via @Barchart

[Cool Surfer @cool808surfer]

@DadStreetNews Get your facs correct. Intel would be the lead with it's 14a as the primary tech and tsmc will be a supplemental backup should 14a run into delays. 14a is already 1 year ahead of schedule since meeting with Elon.

[Cool Surfer @cool808surfer]

@thecryptobasic I'd like to see $tsm agree to be a Backup to $intc under TeraFab 🤣 Not gonna happen, no way tsm gonna admit their chips are less than intel's. $SPCX $tsla

[Cool Surfer @cool808surfer]

$intc

[Intel @intel]

Full speed ahead.

Googlebook, powered by Intel Core Ultra, is available now.

Engineered for anything. Ready for everything. @Google @Android

Explore now: https://t.co/p8EZwxKcFe

[Cool Surfer @cool808surfer]

According to Quartz and Yahoo finance reports, Musk would control Majority Ownership of the SpaceX/Terafab facility, while TSMC steps in to provide the required advanced "manufacturing technology" and operational expertise.
This is a
"deal breaker" since Musk would have access to the engineering "secrets" and the Taiwan Gov't already announced $tsm technology is gov't protected and will not to be shared in any US fab including $intc's fab in Ohio.

[Cool Surfer @cool808surfer]

@beffjezos Are you really considering TSM manufactoring on old 1999 ASML EUV technology for Terafab? If so wouldn't that would put Terafab existence out to 2035 at best. Intel's proven engineering in ASML Advanced Extreme ultraviolet EUV.