This is an excellent dip buying opportunity as under lipbu $intc is focusing on data center AI chips. And ramping up production for unprecendent cpu compute demand for agentic AI. CPU to GPU ratio is now 1:4 rather than 1:8 and its getting even tighter. Look at the hyper scalers and there spend. AI is here to stay. The earning got overreaction and sellers missed the point
Imo intel can communicate the fact a bit differently telling the turnaround path focusing on 0.9pdk and potential foundry customers. This would protect market from shock in this macro. Guaidance is also a calculative prediction and that can change during quarter. They could have not increased q3 guidance or published a revised q4 gudance later in the quarter after election chaos. Ppl didnt even notice greater than 50% eps beat in q3 due to this communication @LipBuTan1 @magicsilicon @dzinsner
$intc novalake and coral lake
$intc foundry
$intc
Yes he knows what coming. External orders being confirmed thats why increasing production. $intc
Intel $intc has already announced new foundry customers, most recently stating that Tesla has agreed to use its upcoming 14A manufacturing process. Recent Intel Foundry Customer Announcements • Tesla: Agreed to use Intel's upcoming 14A process for physical AI and related silicon (reported in October 2026). • Fortinet: Signed on as the first named foundry customer under CEO Lip-Bu Tan for security chips (July 2026). • Microsoft: Selected Intel 18A technology for a planned custom chip design. • Amazon Web Services (AWS): Expanded multi-year, multi-billion-dollar framework agreements for custom chips and AI fabric chips on Intel nodes. Pipeline and Future Prospects • Active Engagements: Intel is actively in talks and evaluations with major tech firms—including Alphabet (Google), NVIDIA, and Arm—regarding its 18A, 18A-P, and 14A nodes. • Timeline: Firm supplier and customer commitments for the 14A process are actively forming through late 2026 and 2027 as defect rates drop and yields improve.
$intc foundry
Semis will have rebounds and reach new ATH $INTC $AMD $NVDA
$intc $amd $nvda
