INTELINTC.US

Founded in 1968, the x86 pioneer and symbol of American chipmaking. After losing the process race to TSMC, it is betting everything, with US government backing, on rebuilding its foundry business and the 18A node comeback, while staying relevant in AI-infrastructure parts like silicon photonics.

CEO Lip-Bu Tan · Founded 1968 · HQ Santa Clara, USA · Exchange NASDAQ · Website intel.com

Predictions & track record (8)

• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading US equity ETFs pull in a record $880 billion this year, on pace to blow past 2025's inflow recordCheck full-year 2026 US equity ETF inflow totals against Kobeissi's $1.4 trillion projection once year-end data is reported in early January 2027.
• Awaiting grading Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumedCheck whether Intel actually begins 14A risk production for internal products in the second half of 2027 as guided, the first checkpoint toward the stated 2028 high-volume ramp.
• Awaiting grading Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demandCheck 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.
• Awaiting grading Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmapCheck by H1 2027 whether TSMC has resolved the soldering issue on 9.5x reticle CoWoS-L packaging, and by 2029 whether Nvidia's Feynman GPU architecture ships on its expected schedule or slips due to packaging constraints.
• Awaiting grading Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demandTracking the call that H2 2026 DRAM supply covers only 75-80% of demand

14 related posts

• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Bull Intel's server CPU prices jumped 48% in a quarter, and not because it charged more Jukan (@jukan05) · 2026-07-26
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Bull US equity ETFs pull in a record $880 billion this year, on pace to blow past 2025's inflow record The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Bear Intel's post-earnings rally evaporates, wiping out $90 billion in market cap in a single day The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Watch S&P 500 erases its gains and turns red as the Iran war escalates and tech stocks fall The Kobeissi Letter (@KobeissiLetter) · 2026-07-24
• Bull Intel confirms it decided in Q2 to go full high-volume production on its 14A chip process by 2028, a year ahead of what the market had assumed Jukan (@jukan05) · 2026-07-23
• Bull Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demand The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Bull Reuters: Intel and AMD in talks for multi-year CPU supply deals with Chinese customers as prices surge and lead times stretch to six months Jukan (@jukan05) · 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
• Watch Nvidia's advanced chip packaging plan is hitting technical snags that could threaten its 2029 roadmap Jukan (@jukan05) · 2026-07-21
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Watch CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20
• Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demand Serenity (@aleabitoreddit) · 2026-07-17