jun

[Jeff Pu @sssjeffpu]

Intel (INTC) Note Takeaways:

•Big Raise for Foundry Capacity
◦Intel 3: +80% (mainly Ireland) by end-2028 (vs end-2026)
◦18A: +100% (Arizona) by end-2028 (vs end-2026)
◦14A: Strong ramp in Oregon

•Capacity Drivers:
◦Robust server CPU demand
◦18A yields improving to ~80%, EMIB to 90-95% in recent weeks
◦Major U.S. fabless on pipeline
◦Major smartphone maker to start with 18A-P (tablets/PCs) + committed to 14A capacity
◦TeraFab project late-2028

•18A Capacity Shift:
Pathfinder Lake volume wafer capacity → Clearwater Forest (CWF) starts 3Q26, with full volume 1Q27 (expected to be ~1/3 of total 18A wafers)

•Financial Matrix:
◦IFS to turn profitable in 2H27
◦DCAI revenue +39% YoY in 2026E / +30% in 2027E

•Nvidia Collaboration: Likely includes x86 CPUs
→ PC (RTX + Nova Lake in 2027)
→ Server CPUs (Intel x86 IP + foundry) in late 2028

•TP Raised to $135

[jun @guzzler_3]

@zephyr_z9 Jukan has a grudge on Intel?

[jun @guzzler_3]

@jukan05 Meta moving their orders to Intel! $intc

[jun @guzzler_3]

@benitoz Wrong. It’s going to Intel $intc

[jun @guzzler_3]

@ShanghaoJin 神雕🦅。buddy buddy😂

https://t.co/0FFvtNdWl0

[Lip-Bu Tan @LipBuTan1]

Congratulations to my good friend Jensen Huang on being awarded an Honorary Doctorate in Science and Technology from @CarnegieMellon University for his outstanding contributions to accelerated computing and Artificial Intelligence. It was my honor to place upon him his doctoral hood this morning. @intel and @nvidia are collaborating to develop exciting new products!

[jun @guzzler_3]

@jukan05 First time I have read about someone big interested in Intel's $intc asic?

[jun @guzzler_3]

@TheTranscript_ I assume this is Intel entering the ASICs business?

[bubble boi @bubbleboi]

Intel is the next trillion dollar company.

[jun @guzzler_3]

@Silicon_Fly Nice. You attended the bofa conference?

[jun @guzzler_3]

@mzuhair123 just buy Intel $intc

[jun @guzzler_3]

@imnotharsh I think it’s 1.30am EST

[jun @guzzler_3]

@MRashid36836 @mzuhair123 Co-develop CPU with Nvidia 😇

[jun @guzzler_3]

@treasureh8nter Because you can't make everything yourself dumbo. Even TSMC outsource part of their advanced packaging to their partners

[jun @guzzler_3]

@Glassesman88 You’ll be rich soon

[jun @guzzler_3]

@Alex_Intel_ Probably that's why TSMC didn't buy the latest EUV machines from ASML. Trump told ASML not to sell to TSMC; its not that TSMC didn't want them :)

[Jukan @jukan05]

UBS: NVIDIA may offer two SKUs for Rubin Ultra: a 2-chip version and a 4-chip version. The 4-chip version will likely use Intel’s EMIB-T.

$INTC

[jun @guzzler_3]

@runaway_vol Intel probably not that great at GPU yet? Unless you’re talking about foundry fab 😇

[jun @guzzler_3]

@Mojo_flyin I suspect those calling intel overvalued don’t realize this

[Pushkar Ranade @magicsilicon]

DRAM, Flash, BiCMOS, CMOS. @intel has led the way on every major semiconductor innovation over the last 5 decades…and we are not done yet. 🚀 🇺🇸