$Intel(INTC)$ To me, it seems Intel has informed Musk of the 18A yields, 18A-P rollout schedule, and 14A plans before he agreed to this. The future looks bright for Intel Manufacturing.
$Intel(INTC)$ Just think about this. Intel could triple from here just to be in line with the average price-to-book ratio of S&P 500 companies. I mean, we're not even talking about fundamentals, growth, or financials here... simply 3x just to match the *average* company. It's so undervalued it's not even funny.
$Intel(INTC)$ Interesting that the news of Intel Foundry joining TeraFab bumped INTC but slid Tesla. Also, SpaceX is set to IPO soon. INTC could skyrocket hopefully; the TeraFab collaboration is huge, likely pushing momentum for other Big Tech names like NVDIA, AMD, Apple, QCOM, Broadcom, etc., to jump on the IFS bandwagon.
$Intel(INTC)$ It was great to hear from lip bu at CSCO. I wish we could hear more, but on the other hand, I'd rather his time was spent working on the business. He is incredibly respected within the industry, and I couldn't be happier with him at the helm. He will get it done.
$Intel(INTC)$ MediaTek has a pre-existing collaboration with Intel Foundry Services. This provides a foundation for scaling to a multi-billion-dollar commitment. Intel's 18A-P and 14A process node, optimized with high-density, low-leakage standard cell libraries for mobile applications, aligns well with MediaTek's focus on mid-range and value smartphone SoCs. Given the duration of their collaboration and Intel's recent 18A-P and focus on 14A tape-outs, MediaTek may have had some influence on the design.