$Intel(INTC)$ Honestly, it looks like many people are starting to realize that the 18A process is viable, and moving to 14A should be a relatively straightforward step. The key is keeping the bean counters out of the executive offices. Intel has the technology, and customers are coming because they need onshore processing capability with the latest tech.
$Intel(INTC)$ Well, Intel is going to take SpaceX to the moon and beyond because they have a great bunch of people working for them and they have some smart people, and they’ve been in business for a long time. I know they haven’t succeeded a lot, but they are turning it around, and they’ve been turning it around for the last two or three years. So yeah, when the basic shoots off, Intel is going to shoot off too. I know Amazon just bought, but they’re way behind. Okay, God bless everybody.
$Intel(INTC)$ Intel is one of the best positioned stocks for the remainder of 2026 to benefit from AI and the fab business. It's considered to recuperate to over 100 within a few months. Just like MU, SNDK, STX, and WDC – eight months ago they were all trading in the $50-$60 range and are now all over $400 – Intel will join that group.
$Intel(INTC)$ The 19μm monopoly: Intel is the only foundry that can thin 300mm GaN wafers to this scale while maintaining 78V reliability. 3D power stacking: This allows Intel to "sandwich" power delivery inside the chip itself. It's a massive efficiency moat that TSMC—which still relies on separate power stages—won't be able to match for years.
$Intel(INTC)$ With a little research, you can see why LBT reversed his initial decision to cancel the glass substrate program. Intel's research developed a laser+etch method to drill the vias, which eliminates cracks. The Clearwater Forest chip is said to be the first to use glass substrates, announced at CES. This could become a key draw for Intel's fab services (reportedly it already is).
$Intel(INTC)$ 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.