John Fung

[John Fung @johnkhfung]

@Rainbow6Mobile New account or the mobile will carry the progress?

[John Fung @johnkhfung]

@ExoGhost I was just going to buy it

[MoorInsightsStrategy @MoorInsStrat]

Why does Intel Foundry matter more than you think?

In his latest deep dive, @anshelsag breaks down how Intel 18A, Panther Lake, and Clearwater Forest could reshape the global semiconductor landscape

1. Intel’s 18A process → productized
2. Shift from TSMC to in-house CPU + GPU tile production
3. Cost savings + packaging innovations = margin & scale
4. Real OEM ecosystem impact + potential mobile disruption
5. TSMC price pressures might finally meet competition

Read the full insight:
https://t.co/1Y6mE4DaFo

@intel #Intel #Semiconductors #Foundry #PantherLake #18A #TSMC #Foveros #ChipWar #EdgeAI #MobileChips #OEM #ClearwaterForest #AnshelSag #TechAnalysis

[John Fung @johnkhfung]

@TickerSymbolYOU Nvidia's GPUs are "so good that even when the competitor's chips are free, it's not cheap enough.

and AMD really gives them for free

[John Fung @johnkhfung]

@danielnewmanUV The emoji told me that it is real

[John Fung @johnkhfung]

@Alex_Intel_ @PGelsinger I’m real impressed, 5 nodes in 4 years. He really did it and got fired

[John Fung @johnkhfung]

@Alex_Intel_ it is for laptop, so power efficiency should be the key

[John Fung @johnkhfung]

@mzuhair123 best news of the week

[John Fung @johnkhfung]

Loop $NVDA

[John Fung @johnkhfung]

@ScroogeCap AMD: Please use my gpu, I can give you my company
OpenAI: okay, then I will have free gpu, and extra money to buy Nvidia cards

[John Fung @johnkhfung]

From Goldman:
We see significant upside to 2026 estimates for Nvidia, and are comfortable in risk/reward as "circular" deals represent less than ~15% of revenue in 2027E. We see a strong runway of growth from core customers, plus upside from non-traditional customers $NVDA $INTC

[John Fung @johnkhfung]

@IanCutress @AMD @OpenAI OpenAi Recieves Warrant For To Buy Up To 10% AMD Stake At 1 Cent/Share

Seriously?

[John Fung @johnkhfung]

Looking at another angle, during the peak of railway expansion in the 1800s, the U.S. government invested the equivalent of 6% of GDP in establishing tracks.

So the AI Capex is basically nothing

[John Fung @johnkhfung]

@Silicon_Fly You know people in finance isn’t thinking like that
They think it has space to grow, unlike Intel

[John Fung @johnkhfung]

https://t.co/KhLWqeh4zy

Let’s go

[John Fung @johnkhfung]

@Yesterday_work_ It is far from the same, unless you are telling me Gemini can get info from Bloomberg.

[Lip-Bu Tan @LipBuTan1]

Just met with President Trump to announce a historic agreement: the U.S. government is investing $8.9B in @Intel to boost American semiconductor leadership.

I’m excited about the work ahead to ensure the most advanced silicon technology and computing products of the future are designed and built right here in the USA.

Thank you @potus and @howardlutnick for the confidence you have in Intel to deliver for our country.

[John Fung @johnkhfung]

@XYang2023 I believe it's the custom chip that Nvidia designs for the Switch

[John Fung @johnkhfung]

A 10% stake would place the USG among Intel’s largest shareholders, but it wouldn’t grant outright control of the company

What do I think?
It doesn't matter how much money USG invests on $INTC, it is about USA wants Intel, needs Intel.

[John Fung @johnkhfung]

New lunar lake cpu for mini pc and handheld devices

https://t.co/H2BqHBENpH