INTC stock $500 by EOY…
If not more! The stock literally went up 14% in one day just because of report not official announcement from either company and the fact that Apple a picky and very strict company to choose Intel is big it confirms that 18A is reliable and good I’m pretty sure that Apple been testing it and pushing it to the limit
This will likely bring other big companies to Intel
AMD+Nvidia will definitely be their next customers as TSMC is currently at 100% capacity for AI chips
Nvidia needs a secondary source to keep up with the insatiable demand for their Feynman architecture
Amazon already has a partnership for their "Trainium" chips the next step is much bigger
AWS is looking to design more of its own ARM-based server CPUs (Graviton 5 and 6) to cut costs… Intel's 18A node is perfectly positioned for the power efficiency these data centers crave
High expect an announcement regarding a dedicated "custom silicon" line specifically for AWS
Google/Tesla/Microsoft are also 100% in line
Another thing that not many people talk about:
Intel currently possesses the latest most advanced ASML lithography machines High-NA EUV that TSMC doesn’t have them for production while Intel now use them
BTW
Intel have the knowledge and the ability to make DRAMs which was the reason for stocks like MU and SNDK to go up like crazy so why INTC can’t go up crazy🤓