cyb3rgam3r420
12.7K posts

cyb3rgam3r420
@OpenPleb
Enjoying life with family and friends 💻 Brand Risk enjoyer 🥊

Someone just bought $241,000,000 worth of $INTC calls that expire in September. I'm sorry what???






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




















