Qualified Opinion

[Qualified Opinion @rob_x5m]

@jukan05 Ignore fake Asian rumors both positive and negative. What matters is Intel’s own guidance: IFS still waiting for a major external customer.

[Qualified Opinion @rob_x5m]

@grok @Dre_Prime22 Fake news !

[Qualified Opinion @rob_x5m]

@grok @Dre_Prime22 Fake news !

[Qualified Opinion @rob_x5m]

@grok @Dre_Prime22 Fake news !

[Qualified Opinion @rob_x5m]

@grok @Dre_Prime22 AI shouldn't be repeating false Asian rumors on yield.

[Qualified Opinion @rob_x5m]

@grok @Dre_Prime22 AI shouldn't be repeating false Asian rumors on yield.

[Qualified Opinion @rob_x5m]

@Jukanlosreve There is a correlation between false Asian rumors against Intel and TSMC stock price declining.
8/7/25 Intel: It’s especially exciting to see us ramping toward high-volume manufacturing using the most advanced semiconductor process technology in the country later this year.

[Qualified Opinion @rob_x5m]

@Jukanlosreve It reads like fake news.
BOD and LBT probably agreed on strategy
before Intel hired LBT.

[Qualified Opinion @rob_x5m]

@rwang07 I wouldn't assume it to be true.
BOD and LBT probably agreed on strategy before LBT was hired.
Intel can sell more noncore assets to raise billions.

[Qualified Opinion @rob_x5m]

@Silicon_Fly Intel doesn't have the option to create unlimited money with electrons like the US Government.

[Qualified Opinion @rob_x5m]

@PatrickMoorhead Time to question foreign companies like China's Taiwan TSMC building manufacturing on USA soil. What are TSMC's leadership investments and ties to China ?

[Qualified Opinion @rob_x5m]

@Silicon_Fly Optics of President Trump promoting China's Taiwan TSMC for USA manufacturing and attacking US Intel's CEO is stunning. I would be questioning TSMC ties to China. I would be asking about the report TSMC AZ fab is staffed by 50% Taiwanese. President Trump making Taiwan better.

[Qualified Opinion @rob_x5m]

@meng59739449 Should be questioning TSMC ties to China.

[Qualified Opinion @rob_x5m]

@Silicon_Fly After Panther Lake is in high volume production.

[Qualified Opinion @rob_x5m]

@Alex_Intel_ @Jukanlosreve I noticed a correlation between TSMC stock weakness and Asian fake rumors bashing Intel. Source could be Asian investors in TSMC.

[Qualified Opinion @rob_x5m]

@Jukanlosreve Mostly fake news !

[Qualified Opinion @rob_x5m]

@D_K_Rajasekar Nvidia DGX B300 uses Intel Xeon 6 for host CPU.

[Qualified Opinion @rob_x5m]

@Alex_Intel_ There is a correlation between Asian fake rumors
to make Intel look weak and a weak TSM stock price. Intel's policy not to respond to rumors opens the door to rumors.

[Qualified Opinion @rob_x5m]

@XYang2023 Ignore Asian fake rumors ! High enough US tariffs on TSMC semiconductors would encourage fabless companies to consider leading edge US manufacturing employing mostly US citizens. The alternative is TSMC's monopoly pricing and employment for Taiwanese in the US.

[Qualified Opinion @rob_x5m]

@cou_end @Silicon_Fly Intel: "Intel will build more wafers on Intel process for Nova Lake than Panther Lake."