CHIPS ACT

A 2022 US law providing subsidies and, in some deals, equity stakes to semiconductor companies building US manufacturing capacity.

Predictions & track record (2)

• Awaiting grading Intel's best quarterly growth in 15 years also came with an $11 billion loss, and it isn't a one-time chargeCheck Intel's next quarterly report, expected around late October 2026, to see whether revenue lands in the guided $15.8 billion to $16.8 billion range and whether the AI data center segment keeps growing at a similar pace.
• Awaiting grading SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint ventureCheck in the coming months whether SK hynix and Intel announce a joint venture or acquisition deal for the Ohio site.

3 related posts

• Bear Intel's $11 Billion Loss Wasn't Restructuring. It Was Intel's Own Stock Price Going Up The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Bull Intel's best quarterly growth in 15 years also came with an $11 billion loss, and it isn't a one-time charge The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Watch SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint venture Jukan (@jukan05) · 2026-07-22