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@IntelProMUltra Intel Pro Max Ultra

Intel Pro Max Ultra posts on X about $35b, money, $3b, arizona the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +196%
X Month XXXXXX -XX%
X Months XXXXXXX +1,306%
X Year XXXXXXX +1,122,787%

Mentions: XX #

X Week XX +75%
X Month XX -XX%
X Months XXX +378%
X Year XXX +23,600%

Followers: XXXXX #

X Week XXXXX +6.70%
X Month XXXXX +24%
X Months XXXXX +296%

CreatorRank: XXXXXXXXX #

Social Influence #

Social category influence finance technology brands stocks countries

Social topic influence $35b, money, $3b, arizona, $bip, $14b, chips, $12b, samsung, marks

Top assets mentioned Minter (BIP)

Top Social Posts #

Top posts by engagements in the last XX hours

"2027 IFS breakeven possible X. EUV wafers (w/ XX% GM) only X% revenue in '24; expect big increase in '25/'26/'27 w/ Intel 3/18A ramp. X. More use of EMIB and Foveros (w/ XX% GM). X. $3-5B external revenue from UMC 12nm Tower 65nm adv. pkg. small volume of 18A. Analysis👇"
X Link @IntelProMUltra 2025-10-14T16:44Z 1193 followers, 11.2K engagements

"Why did PG say: "I was super disappointed that Gina. took so long to get the money deployed" Originally Intel only needed to spend $3B on Arizona fabs with help from $BIP $14B CHIPS $12B Secure Enclave $3B. But the upfront costs made the company suffer. More on Fab 52👇"
X Link @IntelProMUltra 2025-10-15T14:41Z 1189 followers, 1091 engagements

"New Substack Post Online 18A matches N3P performance but exceeds N2P in power with density comparable to N3P. A year later Intel 18A-P will offer a XX% perf/w boost over 18A making it truly competitive with N2. Density disadvantage will be addressed with 14A. Analysis 👇"
X Link @IntelProMUltra 2025-10-12T18:11Z 1193 followers, 7685 engagements

"Intel's gross margin will recover to 40%+ in 2026. X. ARL/LNL headwind peaks in 2025. X. PTL 60%+ margin with higher ASP and XX% chip area in-house. X. Lower factory startup cost with 18A HVM. X. GNR/SRF boosts Intel X ramp improving yields and raising server CPU ASP. Analysis👇"
X Link @IntelProMUltra 2025-10-13T16:54Z 1193 followers, 5131 engagements

"@Silicon_Fly I am curious how would you know XXX is the right number and BSPDN +10% cell utilization benefit isn't included in the XXX number"
X Link @IntelProMUltra 2025-10-13T00:18Z 1189 followers, XXX engagements

"@qawa0513 Considering time-to-market Pat's statement is correct. but 18A leadership will only last until N2 debuts (probably a few months to go)"
X Link @IntelProMUltra 2025-10-13T00:25Z 1189 followers, XXX engagements

"@icnewer No. Intel X will not ramp to full capacity until Q327"
X Link @IntelProMUltra 2025-10-14T23:25Z 1191 followers, XXX engagements

"The 2nm war has officially begun. Intel 18A is in production for PTL with customers for 18A-P to be announced. Samsung SF2 (formerly SF3P) with Exynos 2600 marks a strong comeback backed by Qualcomms confidence"
X Link @IntelProMUltra 2025-10-10T04:42Z 1190 followers, 6580 engagements

"When discussing PPA performance is often the focus. However PTL's key strength is its XX% lower power vs. LNL which is significant. As a mobile product power efficiency is more critical than performance and PTL's power levels is actually approaching N2P and A16"
X Link @IntelProMUltra 2025-10-09T19:18Z 1193 followers, 4558 engagements

"NVIDIA funds Open AI and it decides to buy chips from and invest in AMD Whatttttt"
X Link @IntelProMUltra 2025-10-06T12:29Z 1186 followers, 4020 engagements

"Fab XX (nickname Project Eagle) is now fully operational with the high-volume production scheduled for Q4'25. The fab is part of the Fab 42/52/62 mega-fab project which costs $32B to build and houses a 1M SF cleanroom that supports 10K wspw capacity for Intel 18A"
X Link @IntelProMUltra 2025-10-15T14:41Z 1193 followers, XXX engagements

"@mrcornfield @LIXu25456592 There are X ways to afford advanced fabs: X. Develop more products as an IDM to expand into more markets and make the new products in the advanced fabs. X. Get foundry customers. The latter is the low-hanging fruit. But you will find Intel is also doing the former"
X Link @IntelProMUltra 2025-10-15T15:05Z 1193 followers, XX engagements

"@Silicon_Fly I want to discuss this because density is tricky. A recent interview with a former IFS VP stated that 18A density is comparable to N3. Based on your analysis 18A may be slightly ahead of N3 but still lags behind N2. That's probably the right perspective"
X Link @IntelProMUltra 2025-10-13T00:21Z 1189 followers, XXX engagements

"With similar progress on the defect density curve Intel 18A yield is XX% while TSMC N2 is 70%. Great job"
X Link @IntelProMUltra 2025-10-13T15:21Z 1191 followers, 7789 engagements

"Intel 18A performs like N2 but matches N3 density per Intel's former executive. My estimate is more accurate now. Intel 14A appears highly competitive with A14 due to similar performance and density. TSMC's logic shrink has slowed since N3B allowing Intel to catch up"
X Link @IntelProMUltra 2025-09-20T16:44Z 1190 followers, 22K engagements

"@Silicon_Fly Chill man Thanks for correcting the XXXXXX MTr/mm figure. I missed your density discussionmy bad For XXX and XXX in the article I referenced Scotten Jones' numbers on 18A and N2. Guess the guy needs to catch up and revise those numbers too"
X Link @IntelProMUltra 2025-10-13T00:15Z 1189 followers, XXX engagements