#  @Alex_Intel_ Alex Alex posts on X about ai, $googl, $intc, ip the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2156030786/interactions)  - [--] Week [-------] +72% - [--] Month [---------] +11% - [--] Months [---------] +606% - [--] Year [---------] +8,942% ### Mentions: [--] [#](/creator/twitter::2156030786/posts_active)  - [--] Week [---] -16% - [--] Month [---] +55% - [--] Months [-----] +124% - [--] Year [-----] +2,894% ### Followers: [-----] [#](/creator/twitter::2156030786/followers)  - [--] Week [-----] +2.30% - [--] Month [-----] +16% - [--] Months [-----] +261% - [--] Year [-----] +2,052% ### CreatorRank: [-------] [#](/creator/twitter::2156030786/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 35.09% [technology brands](/list/technology-brands) 27.19% [countries](/list/countries) 9.65% [finance](/list/finance) 9.65% [celebrities](/list/celebrities) 3.51% [automotive brands](/list/automotive-brands) 2.63% [currencies](/list/currencies) 1.75% [fashion brands](/list/fashion-brands) 1.75% [events](/list/events) 0.88% [social networks](/list/social-networks) 0.88% **Social topic influence** [ai](/topic/ai) 7.02%, [$googl](/topic/$googl) 7.02%, [$intc](/topic/$intc) #188, [ip](/topic/ip) #936, [company](/topic/company) 4.39%, [samsung](/topic/samsung) 4.39%, [china](/topic/china) #3287, [in the](/topic/in-the) 4.39%, [if you](/topic/if-you) 3.51%, [we are](/topic/we-are) 3.51% **Top accounts mentioned or mentioned by** [@dreadybear](/creator/undefined) [@tdevilfish](/creator/undefined) [@jukan05](/creator/undefined) [@aratavittorio](/creator/undefined) [@insaneanalyst](/creator/undefined) [@pythiar](/creator/undefined) [@mch2024](/creator/undefined) [@zephyrz9](/creator/undefined) [@walnutavevalue](/creator/undefined) [@xyang2023](/creator/undefined) [@magicsilicon](/creator/undefined) [@intelpromultra](/creator/undefined) [@himotheebuckets](/creator/undefined) [@tbu12345678](/creator/undefined) [@cousingraig](/creator/undefined) [@icnewer](/creator/undefined) [@eding421](/creator/undefined) [@anipddu](/creator/undefined) [@icompassoftime](/creator/undefined) [@paulleung71287](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) [IBM (IBM)](/topic/ibm) [Tesla, Inc. (TSLA)](/topic/tesla) [Morgan Stanley (MS)](/topic/morgan-stanley) [Texas Instruments (TXN)](/topic/texas-instruments) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) ### Top Social Posts Top posts by engagements in the last [--] hours "@jukan05 Panther Lake gonna boom" [X Link](https://x.com/Alex_Intel_/status/2019414296762134884) 2026-02-05T14:14Z [----] followers, [----] engagements "Next 18-24 months someone will announce a breakthrough AI EDA tool Then we'll panic and rerate all fabless companies without IP walls (AI doesn't have an IP wall like ARM/x86/Modems etc) Will the tool work idk. But the rush to physical assets companies will come to chips too" [X Link](https://x.com/Alex_Intel_/status/2021963965186945422) 2026-02-12T15:05Z [----] followers, [----] engagements "@icnewer @ns123abc It's not the United states government policy to kill it's opposition If you want someone other than the CCP you will be jailed. In the US you can elect a Democrat socialist like mamdani/aoc or a populist like Trump. Republicans will judged by the people in November" [X Link](https://x.com/Alex_Intel_/status/2022407734327668857) 2026-02-13T20:29Z [----] followers, [---] engagements "$INTC Great presentation you can see his passion for the company which is amazing. I think attracting new talent is a key point to revive GPU/AI side of company. Line that stuck out to me was Lip-Bu said Trump administration asked what they can do to help Intel" [X Link](https://x.com/Alex_Intel_/status/1906824649343951175) 2025-03-31T21:43Z [----] followers, [----] engagements "Bechtel is the construction company used for Intel Ohio. They signed an MOU with the commerce department. Japan Fund - Fund Intel Ohio shell expansion via cheap lease back agreements. Intel WACC is 6% rn. Lease back could be 2% $INTC https://www.constructiondive.com/news/bechtel-kiewit-us-japan-ai-infrastructure-data-centers/804220/ https://www.constructiondive.com/news/bechtel-kiewit-us-japan-ai-infrastructure-data-centers/804220/" [X Link](https://x.com/Alex_Intel_/status/1985750325345816585) 2025-11-04T16:45Z [----] followers, [----] engagements "Today's Intel Pump is because Real Men Have Fabs Have a nice weekend everyone" [X Link](https://x.com/Alex_Intel_/status/1986808949346324592) 2025-11-07T14:52Z [----] followers, [----] engagements "Intel year-end wrap-up Lip-Bu has delivered gifts for shareholders and tech enthusiasts alike. Where Intel goes from here to reclaim lost glory. https://open.substack.com/pub/alexintel/p/intel-year-end-wrap-upr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alexintel/p/intel-year-end-wrap-upr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/Alex_Intel_/status/1996361841963147447) 2025-12-03T23:32Z [----] followers, 27.9K engagements "A lot of people are asking me does Broadcom have a moat Does Nvidia have a moat But Intel actually has one in Oregon" [X Link](https://x.com/Alex_Intel_/status/2000601904859296101) 2025-12-15T16:20Z [----] followers, 190.3K engagements "Truly insane numbers Both Hynix and Samsung are literally transmuting DRAM and NAND into gold Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK" [X Link](https://x.com/Alex_Intel_/status/2018086944098726203) 2026-02-01T22:19Z [----] followers, 10.5K engagements "@proxietuna @realmemes6 @fabknowledge Intel can ramp supply in 12-18 months cuz they are swimming in shell space TSMC needs more shells. Meaning it's more like 3-4 years and AMD has fight everyone for N2 supply since all ASIC'S in [--] and Nvidia in [--] are N2 or A16" [X Link](https://x.com/Alex_Intel_/status/2018349377971167377) 2026-02-02T15:42Z [----] followers, [---] engagements "@D_K_Rajasekar @DreadyBear AMD can shift to DC like Intel (Q1 is qoq growth for DC CPU) But AMD is just shifting chairs on a deck If Apple can't get supply how can AMD ramp overall supply significantly" [X Link](https://x.com/Alex_Intel_/status/2018837491521105931) 2026-02-04T00:02Z [----] followers, [--] engagements "When you read "Information Technology" for $EWJ We are not the same (These companies are really manufacturers with the label of info tech)" [X Link](https://x.com/Alex_Intel_/status/2018857279496634416) 2026-02-04T01:20Z [----] followers, [---] engagements "Google going full bore LOL TPU to the moon *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $GOOGL" [X Link](https://x.com/Alex_Intel_/status/2019154791201665160) 2026-02-04T21:03Z [----] followers, [----] engagements "@insane_analyst OMG Qualcomm is fucking dead" [X Link](https://x.com/Alex_Intel_/status/2019155022458810703) 2026-02-04T21:04Z [----] followers, [----] engagements "@Gaurab There is already [--] very large domestic chip manufacturers. The leading player (Intel) and trailing edge player (Texas Instruments) You know that right" [X Link](https://x.com/Alex_Intel_/status/2019397824757264726) 2026-02-05T13:08Z [----] followers, [---] engagements "Dylan mentions Google is looking into a heavy SRAM and a 3D stacked (SRAM) TPU variants for low latency workloads Mhh I wonder who recently knocked on Lip-Bu Tans door for 18AP (18AP-T will be the industry's first backside power base die for 3d stacking) FULL INTERVIEW: @dylan522p joins TBPN at the Cisco AI summit to discuss data centers in space the limits of todays AI hardware and how chips power and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and https://t.co/o7EytLzOz3 FULL INTERVIEW: @dylan522p joins TBPN at the Cisco" [X Link](https://x.com/Alex_Intel_/status/2019422386630898020) 2026-02-05T14:46Z [----] followers, 10.6K engagements "@jukan05 You watch Elon segment on TeraFab I think we are chilling hahaha They tried to nail him on where he's getting the process IP. His answer was idk mess with tools lol" [X Link](https://x.com/Alex_Intel_/status/2019539258202341525) 2026-02-05T22:30Z [----] followers, [----] engagements "@jukan05 Time stamps are sorta wrong on the vid. He gives more details much earlier than the time stamp Maybe [--] mins in" [X Link](https://x.com/Alex_Intel_/status/2019539763322405210) 2026-02-05T22:32Z [----] followers, [---] engagements ""Until recently most companies building computers or other systems usually picked their semiconductors from a list of standard off-the-shelf products.. But in recent years new design technologies have enabled engineers at just about any company to design their own."" [X Link](https://x.com/Alex_Intel_/status/2019988951659082119) 2026-02-07T04:17Z [----] followers, [----] engagements "time is a flat circle @magicsilicon" [X Link](https://x.com/Alex_Intel_/status/2019989619375579226) 2026-02-07T04:20Z [----] followers, [---] engagements "@Olrak29_ Everyone knows the Nova Lake compute tile is N2P" [X Link](https://x.com/Alex_Intel_/status/2020008194815479997) 2026-02-07T05:34Z [----] followers, [----] engagements "@tmaj314159 @Olrak29_ High end desktop yes it's N2P Laptop is less well known" [X Link](https://x.com/Alex_Intel_/status/2020019628907593829) 2026-02-07T06:19Z [----] followers, [---] engagements "@treasury_bill [----] annual report" [X Link](https://x.com/Alex_Intel_/status/2020218230716194844) 2026-02-07T19:28Z [----] followers, [--] engagements "@aphysicist" [X Link](https://x.com/Alex_Intel_/status/2020261379547230290) 2026-02-07T22:20Z [----] followers, [---] engagements "@insane_analyst Do you think hyper scalers try a groq copy cat or just SRAM-heavy to offer low-latency token generation" [X Link](https://x.com/Alex_Intel_/status/2020304604781838426) 2026-02-08T01:12Z [----] followers, [----] engagements "Lip-Bu Tan at Cisco event talked about how Intel must be ready to support mobile IP for customers on 14A (compared to how 18A went) Wonder who that might be. Meanwhile [--] guy on SemiAnalysis mobile will never work with BSPD With copycat articles Let's see how that take ages At the #CiscoAISummit this morning in San Francisco. Enjoyed a wide-ranging conversation with my good friend @jpatel41. Look forward to working closely with @Cisco to build compute infrastructure for the AI era https://t.co/3fKJUNXo6A At the #CiscoAISummit this morning in San Francisco. Enjoyed a wide-ranging conversation" [X Link](https://x.com/Alex_Intel_/status/2020722569821991068) 2026-02-09T04:52Z [----] followers, [----] engagements "@IntelProMUltra AMD can switch some desktop tiles to server but they are simply moving chairs on a deck. Those client CPUs would already sell. Probably with better margins than server tbh AMD can't get more total wafers until Blackwell deramps in 2027" [X Link](https://x.com/Alex_Intel_/status/2020723867925590519) 2026-02-09T04:58Z [----] followers, [---] engagements "@insane_analyst Looking forward to this I did see Dylan Patel mention Google is looking into a 3D Stacked TPU for low latency workloads Said on a podcast recently" [X Link](https://x.com/Alex_Intel_/status/2020731348756156518) 2026-02-09T05:27Z [----] followers, [---] engagements "@IntelProMUltra @gustavokov Apple: Can't enough capacity Nvidia: Can't get enough capacity Google/AWS: Can't get enough capacity Meanwhile AMD investors so you see we have no capacity issues. Uh ya sure buddy" [X Link](https://x.com/Alex_Intel_/status/2020876210398700018) 2026-02-09T15:03Z [----] followers, [---] engagements "@kayliatyyy It's fun Some hedge fund probably got margin called and had alot in their basket" [X Link](https://x.com/Alex_Intel_/status/2020876845051502969) 2026-02-09T15:06Z [----] followers, [---] engagements "@insane_analyst It's funny cuz if they didn't make the base die in house They would have more clean room space to make dram and profits would be even higher" [X Link](https://x.com/Alex_Intel_/status/2020885273220182129) 2026-02-09T15:39Z [----] followers, [----] engagements "@eding421 https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ" [X Link](https://x.com/Alex_Intel_/status/2020936189210132807) 2026-02-09T19:01Z [----] followers, [----] engagements "@sameerdesai592 @eding421 In general the paid newsletter doesn't drop much alpha The paid section had charts where they gave Intel low chances of landing apple (5%) Despite everyone knowing how deep apple is commiting to Intel right now lol" [X Link](https://x.com/Alex_Intel_/status/2020952691917324560) 2026-02-09T20:07Z [----] followers, [---] engagements "@OmerCheeema I believe they are extrapolating R&D cost to fix 10nm that got slapped onto its depreciation curve Intel spent years trying to get it to work. Some of that cost is depreciated over the life of the node. So that cash cost was already burned. Same thing for tool depreciation" [X Link](https://x.com/Alex_Intel_/status/2020977664706871426) 2026-02-09T21:46Z [----] followers, [----] engagements "@Anipddu AMD will take share in higher end enterprise. Intel is gonna drop prices for GNR. So we'll see how things pan out Overall my thesis is Intel can ride the demand wave through this year and next. Maybe there's a bit of a hole in late [--] or early [--]. Before coral Rapids hits" [X Link](https://x.com/Alex_Intel_/status/2021000393208234183) 2026-02-09T23:16Z [----] followers, [---] engagements "@IntelProMUltra turbo cells too" [X Link](https://x.com/Alex_Intel_/status/2021011940127203680) 2026-02-10T00:02Z [----] followers, [---] engagements "@HimotheeBuckets Dave hinted that Intel will see above seasonal rest of the year. CPU demand flip can't turn prices like memory can because both have OEM's to support. Not a pure commodity But it should play out with higher prices each quarter and better rev as supply ramps" [X Link](https://x.com/Alex_Intel_/status/2021081305270911479) 2026-02-10T04:38Z [----] followers, [---] engagements "@HimotheeBuckets I don't think you'll see Intel post memory like EPS But supportive rev growth with foundry customers in back half is a good setup" [X Link](https://x.com/Alex_Intel_/status/2021081635538731510) 2026-02-10T04:39Z [----] followers, [---] engagements "Lip-Bu Tan: Fine I'll do it myself Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain-CNBC Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain-CNBC" [X Link](https://x.com/Alex_Intel_/status/2021082996791705866) 2026-02-10T04:45Z [----] followers, [----] engagements "@JacquesLeChan Can't do the voice Copy right lol @magicsilicon" [X Link](https://x.com/Alex_Intel_/status/2021087193633259839) 2026-02-10T05:01Z [----] followers, [---] engagements "@TamerAm48431889 Sounds like meh product But meh is good enough in the current demand environment" [X Link](https://x.com/Alex_Intel_/status/2021221836525015299) 2026-02-10T13:56Z [----] followers, [--] engagements "@jukan05 Ibiden and Intel are very close Makes sense Google would have a new supply chain partner for Substrate. I bet the prepay lip bu mentioned is to them" [X Link](https://x.com/Alex_Intel_/status/2021224426235101372) 2026-02-10T14:07Z [----] followers, [----] engagements "@PythiaR Uncle Xi can turn your investment into a zero" [X Link](https://x.com/Alex_Intel_/status/2021279244463321224) 2026-02-10T17:45Z [----] followers, [----] engagements "@PythiaR 50% More like 5% currently and 10% by end of the decade" [X Link](https://x.com/Alex_Intel_/status/2021281380915872155) 2026-02-10T17:53Z [----] followers, [---] engagements "@MCH2024 @PythiaR Short and medium term pain for whole industry no doubt Can't control what a dictator does with nobody to advise him anymore" [X Link](https://x.com/Alex_Intel_/status/2021284985974685788) 2026-02-10T18:07Z [----] followers, [---] engagements "@Arronwei3n No we sell Intel on EMIB booming and CPU shortage from agents" [X Link](https://x.com/Alex_Intel_/status/2021357901361840186) 2026-02-10T22:57Z [----] followers, [---] engagements "@jukan05 How much Chinese capacity is coming online" [X Link](https://x.com/Alex_Intel_/status/2021401570089546003) 2026-02-11T01:51Z [----] followers, [----] engagements "EMIB demand must be off the charts for Intel to want out of the tower agreement "Intel signed a contract with Tower to manufacture 300mm wafers for Towers customers in Intels NM facility. Recently Intel has expressed its intention not to perform under the agreement."" [X Link](https://x.com/Alex_Intel_/status/2021576023343530473) 2026-02-11T13:24Z [----] followers, [----] engagements "Either that or Optane is coming back Take your pick" [X Link](https://x.com/Alex_Intel_/status/2021576125546184846) 2026-02-11T13:24Z [----] followers, [----] engagements "@zephyr_z9 U might find this interesting" [X Link](https://x.com/Alex_Intel_/status/2021597002186777074) 2026-02-11T14:47Z [----] followers, [---] engagements "@PythiaR @c0n5tantinople The problem is the fabs lose all terminal value. Since they will never get upgraded You can do some math and assume something like a 3x wafer hike with 80% gross margin Over [--] years the [--] fabs (30k WSPM each) generate $320B. Then you will see it taper off as supply comes" [X Link](https://x.com/Alex_Intel_/status/2021603975452147854) 2026-02-11T15:15Z [----] followers, [---] engagements "@PythiaR @c0n5tantinople They'll be treated like a bond essentially Plus their some risk that TSMC during an invasion burns it's cash pile and some of that will be needed to pay off debts of TSMC Additional risk of course is USG nationalizes the site or forces some kinda merger" [X Link](https://x.com/Alex_Intel_/status/2021604427719671863) 2026-02-11T15:17Z [----] followers, [---] engagements "@insane_analyst GFS tho" [X Link](https://x.com/Alex_Intel_/status/2021625992415252619) 2026-02-11T16:42Z [----] followers, [----] engagements "@zephyr_z9 @insane_analyst What did u think of Intel canning the tower 65nm deal" [X Link](https://x.com/Alex_Intel_/status/2021629105549324349) 2026-02-11T16:55Z [----] followers, [---] engagements "@insane_analyst @zephyr_z9 That's what I guessed Intel is willing to throw probably couple hundred million into the toilet to use the clean room space for EMIB Even tho Malaysia is yuge" [X Link](https://x.com/Alex_Intel_/status/2021630903571951678) 2026-02-11T17:02Z [----] followers, [---] engagements "@Midnight_Captl Now this I agree with haha I think he'll attempt to buy Intel when he realizes the difficulty" [X Link](https://x.com/Alex_Intel_/status/2021691602557645065) 2026-02-11T21:03Z [----] followers, [---] engagements "@Midnight_Captl He might try and license a process node from IBM Like Rapidus in japan But who knows if it's even manufacturable Samsung had thousands of engineers and whole fab to develop theirs and it took [--] years to fix While IBM had there's developed in a rent a fab from a university" [X Link](https://x.com/Alex_Intel_/status/2021695162624188906) 2026-02-11T21:17Z [----] followers, [---] engagements "@icompassoftime Optane's R&D and R&D related manufacturing took place in New Mexico" [X Link](https://x.com/Alex_Intel_/status/2021695789798433247) 2026-02-11T21:20Z [----] followers, [---] engagements "@TBU12345678 People won't panic over an AI Chinese EDA tool imo (Chinese coding models haven't panicked market) Personally I think it'll come out of a startup or Google (this is why it's sorta out of left field) since cdns/snps programs are well known" [X Link](https://x.com/Alex_Intel_/status/2021966046446727630) 2026-02-12T15:14Z [----] followers, [---] engagements "@CousinGraig @TBU12345678 Google has yes. I mean a 'claude code' moment for chip design. Agents capable of doing more than current small scale wire optimization Effect on fabless is players up the supply chain can in source more effectively. Google/AWS close the gap Industrial companies in source etc" [X Link](https://x.com/Alex_Intel_/status/2021980459509723334) 2026-02-12T16:11Z [----] followers, [---] engagements "@TBU12345678 @CousinGraig Agreed EDA guys have a nice moat. It's cheaper for Google to pay out the ass for training data then avoid them https://x.com/Alex_Intel_/status/2021982145884172513s=20 @CousinGraig @TBU12345678 Data is an issue That's why I'm not saying this isn't bad for the EDA guys (not fully convinced tho). They have a yuge portfolio of IP that might make their offering really competitive Chip design is a verifiable problem so data is less important than say a LLM tho https://x.com/Alex_Intel_/status/2021982145884172513s=20 @CousinGraig @TBU12345678 Data is an issue That's why" [X Link](https://x.com/Alex_Intel_/status/2021983311112155425) 2026-02-12T16:22Z [----] followers, [---] engagements "@zephyr_z9 Shin Etsu management" [X Link](https://x.com/Alex_Intel_/status/2021987398675222844) 2026-02-12T16:38Z [----] followers, [---] engagements "@mweinbach Prefill and decode" [X Link](https://x.com/Alex_Intel_/status/2022023872363798566) 2026-02-12T19:03Z [----] followers, [---] engagements "@jukan05 If Rapidus has good yields they'll get alot of customers Main issue is IBM hasn't had a node enter any volume since 14nm. I doubt it's going to work it was developed with a skeleton crew with no R&D fab" [X Link](https://x.com/Alex_Intel_/status/2022096930395001200) 2026-02-12T23:54Z [----] followers, [----] engagements "@jukan05 Fab is actually pretty big tbh Samsung spent [--] years fixing their GAA. Whole time before that they had a full R&D fab to develop it too. IBM shares space in a university fab. They haven't had any real learnings on the node IBM 2nm is very dense too yields will doom it IMO" [X Link](https://x.com/Alex_Intel_/status/2022098228100153704) 2026-02-12T23:59Z [----] followers, [---] engagements "@jukan05 PDK specs have IBM 2nm at similar density or higher density than TSMC 2nm Much more dense than Intel (w/BSPD) or Samsung SF2 It's gonna be a nightmare" [X Link](https://x.com/Alex_Intel_/status/2022098850874626393) 2026-02-13T00:01Z [----] followers, [---] engagements "@DueCalligrapher Tariff situation endend up being very disappointing. Intel for whatever reason couldn't lobby like the domestic autos I would think about instead as Lutnick leaning on companies to use them. Compared to using tariffs themselves. There won't be any tariff on TSMC products" [X Link](https://x.com/Alex_Intel_/status/2022304598372040782) 2026-02-13T13:39Z [----] followers, [---] engagements "@zephyr_z9 Isn't Amazon still using Intel for Trainium racks tho" [X Link](https://x.com/Alex_Intel_/status/2022316559629455467) 2026-02-13T14:26Z [----] followers, [---] engagements "@PAULLEUNG71287 @DueCalligrapher Not the case. Big tech lobbying is just very powerful I think we are just lucky lip-bu has gotten Intel into good shape and the logic shortage is driving customers to Intel. Along with some assistance from Lutnick" [X Link](https://x.com/Alex_Intel_/status/2022323775187161278) 2026-02-13T14:55Z [----] followers, [--] engagements "@TDevilfish AMD is cooked in laptop and soon to be on desktop" [X Link](https://x.com/Alex_Intel_/status/2022350936069550235) 2026-02-13T16:43Z [----] followers, [---] engagements "@bwwgpro1 @DylanOnChips Intel has the exact opposite problem They have a bunch of empty steel buildings" [X Link](https://x.com/Alex_Intel_/status/2022388326234468765) 2026-02-13T19:12Z [----] followers, [--] engagements "@TDevilfish @DreadyBear Battery life is teams word Internet browsing and YouTube That's low power island or e cores" [X Link](https://x.com/Alex_Intel_/status/2022399172700443116) 2026-02-13T19:55Z [----] followers, [--] engagements "@PrefFalsifier @danactivatted @Interestingna11 @insane_analyst I'm not saying anything about people getting fired or anything. Great engineers will remain It's more about closing the gap of top tier design firms vs let's say the hyper scalers. Allowing firms up the chain to design chips (industrial and manufacturer)" [X Link](https://x.com/Alex_Intel_/status/2022729024011931980) 2026-02-14T17:45Z [----] followers, [---] engagements "You build in America If China wanted to compete dirty it could just blockade Taiwan and there wouldnt be much the U.S. could do about it. That would cut off TSMC chips and disrupt the entire AI supply chain to the U.S. while China could keep those chips for itself. So what is Dario going to do If China wanted to compete dirty it could just blockade Taiwan and there wouldnt be much the U.S. could do about it. That would cut off TSMC chips and disrupt the entire AI supply chain to the U.S. while China could keep those chips for itself. So what is Dario going to do" [X Link](https://x.com/Alex_Intel_/status/2022486888104488984) 2026-02-14T01:43Z [----] followers, 29.5K engagements "Produce domestically Rely on our own industry My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read. My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read" [X Link](https://x.com/Alex_Intel_/status/2023117712403374210) 2026-02-15T19:30Z [----] followers, [----] engagements "@beaversteever Ricursive and AlphaChip aren't LLM wrappers tho" [X Link](https://x.com/Alex_Intel_/status/2023168822551908758) 2026-02-15T22:53Z [----] followers, [---] engagements "@jukan05 What analyst wrote this note lmao" [X Link](https://x.com/Alex_Intel_/status/2013099632281219519) 2026-01-19T04:02Z [----] followers, [---] engagements "I'm glad SemiAnalysis finally leaked 18A-U Now I can talk about it lol. Anyway 14A is coming earlier than [----] guys but keep believing Lip-Bu sandbagging" [X Link](https://x.com/Alex_Intel_/status/2020927561325527219) 2026-02-09T18:27Z [----] followers, 11.1K engagements "It was a fantastic article Lip-Bu certainly has been on a lucky streak. CPU demand turn is happening now. TSMC underinvestment is driving customers to him etc Shipping non-competitive CPU's and the market will eat it up at least through the end of next year (EMR GNR DMR) Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V" [X Link](https://x.com/Alex_Intel_/status/2020998382379204707) 2026-02-09T23:08Z [----] followers, [----] engagements "@Arronwei3n What about the broadcom Trainium" [X Link](https://x.com/Alex_Intel_/status/2021762270360219853) 2026-02-12T01:44Z [----] followers, [---] engagements "@DeItaone @insane_analyst SRAM bros winning" [X Link](https://x.com/Alex_Intel_/status/2011531885177180503) 2026-01-14T20:12Z [----] followers, 11.8K engagements "If you are a hyperscaler and don't know where you can secure your SRAM for a new low-latency ASIC to chase Nvidia and Sam Altman Call the toll-free number below 1-800-Lip-Bu @DeItaone @insane_analyst SRAM bros winning https://t.co/I3QgPl0P7B @DeItaone @insane_analyst SRAM bros winning https://t.co/I3QgPl0P7B" [X Link](https://x.com/Alex_Intel_/status/2011620558958629198) 2026-01-15T02:04Z [----] followers, 10.7K engagements "@Lukateake @GoogleDeepMind Any verifiable problem will absolutely be dominated by AI. Chip design is a verifiable problem Scaling issue currently. EDA market is small little effort went into it But if you are paying $50B a year in profit to Nvidia. Cost savings to Google and others etc becomes obvious" [X Link](https://x.com/Alex_Intel_/status/2022370099815170351) 2026-02-13T17:59Z [----] followers, [----] engagements "@TDevilfish @DreadyBear On desktop Intel's main issue is performance. Arrow Lake gap is horrible Nova Lake will be much better. On mobile Intel e core saves their ass on battery life. They'll take share with better graphics and better battery life" [X Link](https://x.com/Alex_Intel_/status/2022398436730114161) 2026-02-13T19:52Z [----] followers, [---] engagements "@zephyr_z9 Nvidia is one company People are smart and will build racks in south east Asia within months probably sourcing parts from china Good luck with fab capacity when the tools are shutdown" [X Link](https://x.com/Alex_Intel_/status/2022637736684073220) 2026-02-14T11:43Z [----] followers, [---] engagements "@danactivatted @Interestingna11 @insane_analyst I sorta thought the same thing But any verifiable task with enough compute on the RL side has been conquered I don't think the EDA guys have poured probably billions needed in compute needed" [X Link](https://x.com/Alex_Intel_/status/2022726326323650725) 2026-02-14T17:35Z [----] followers, [---] engagements "18A-P and 18A-U for fast inference ASIC's Gonna be booming Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference and training though https://t.co/0OrEflF5dD Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference and training though https://t.co/0OrEflF5dD" [X Link](https://x.com/Alex_Intel_/status/2022023521589993526) 2026-02-12T19:02Z [----] followers, [----] engagements "@BaldingsWorld I've tried to say this to many tech people They don't understand" [X Link](https://x.com/Alex_Intel_/status/2022700564774293645) 2026-02-14T15:52Z [----] followers, [---] engagements "@GelsingerINTC @BaldingsWorld They want the island even if it was just farmers and a swamp. Idea is hard coded into every party leader" [X Link](https://x.com/Alex_Intel_/status/2022738802247373187) 2026-02-14T18:24Z [----] followers, [--] engagements "@walnutavevalue @beaversteever I sorta think judge cost as 'nvidia tax' If you buy $50B of GPU's You are paying $30B in margin to Nvidia yearly. So does paying cadence $5B per year for their massive IP portfolio for training worth it Probably" [X Link](https://x.com/Alex_Intel_/status/2023174993786622362) 2026-02-15T23:18Z [----] followers, [--] engagements "@XYang2023 Amazon has always been a strong Intel house Especially Annapurna Labs and Lip-Bu" [X Link](https://x.com/Alex_Intel_/status/2019532316801196158) 2026-02-05T22:03Z [----] followers, [---] engagements "@BenFranklin2019 BSPD for SRAM is a superior choice for an ASIC given routing and power constraints of the top die Never mind the fact that process node PPA matters less when you are a SRAM heavy Inference chip Additionally Intel has alot of spare logic capacity vs TSMC" [X Link](https://x.com/Alex_Intel_/status/2019536269718720820) 2026-02-05T22:19Z [----] followers, [---] engagements "@QEDvinci @jukan05 nah he is that naive. His idea was that you can modify tools to increase output uhhh" [X Link](https://x.com/Alex_Intel_/status/2019546436816486650) 2026-02-05T22:59Z [----] followers, [---] engagements "@Qgambit324 @BenFranklin2019 Tool output and clean room space are two different things Industry is out of clean room space. Intel is swimming in it. Meaning Intel could ramp in quarters. Everyone else is in multiple years" [X Link](https://x.com/Alex_Intel_/status/2019585397203038602) 2026-02-06T01:34Z [----] followers, [--] engagements ""Can the US actually build fabs (The delay problem)" Ignores Intel building fabs in the US since [----] in its recent history 75% of its output was in US NVIDIA's New Moat & Why China is "Semiconductor Pilled loved my conversation with Dylan Patel (@dylan522p). Raw incredibly insightful and. hilarious. 00:00 - Intro 01:16 - Nvidia acquires Groq: A pivot to specialization 07:09 - Why AI models might need "wide" compute https://t.co/2gaMUQ4exM NVIDIA's New Moat & Why China is "Semiconductor Pilled loved my conversation with Dylan Patel (@dylan522p). Raw incredibly insightful and. hilarious. 00:00" [X Link](https://x.com/Alex_Intel_/status/2019595014939242819) 2026-02-06T02:12Z [----] followers, [----] engagements "@PAULLEUNG71287 @jukan05 There's realistic Which is ya we are looking for IP and iterate (very hard Rapidus is trying maybe Elon could pull it off) Vs the tools are the same so we can iterate. Just not how semis work. These aren't known chemical processes software or metals you can bend" [X Link](https://x.com/Alex_Intel_/status/2019607633523798448) 2026-02-06T03:02Z [----] followers, [---] engagements "@jukan05 Dam they are losing money on the contract still in [--] Elon took em to the cleaners" [X Link](https://x.com/Alex_Intel_/status/2019630317641035997) 2026-02-06T04:32Z [----] followers, [----] engagements "@awakenowzone Elon got Samsung into a contract where they are losing money on the hope volume pays off later in the decade. Lip-Bu isn't singing any deals like that https://x.com/jukan05/status/2019626726058520801s=20 Samsung Begins Tesla AI5 Wafer Processing "Musk Also Attending Meetings" Samsung Electronics will soon begin pilot production of Tesla's AI5 chips. While the AI5 and AI6 chip foundry contracts are loss-making in the short term the level of interest is high enough that Tesla https://t.co/Ogf4Q50ZUP https://x.com/jukan05/status/2019626726058520801s=20 Samsung Begins Tesla AI5" [X Link](https://x.com/Alex_Intel_/status/2019632898677383601) 2026-02-06T04:43Z [----] followers, [----] engagements "@jukan05 Isn't super short term deals a negative for Nvidia now (Whenever their deal runs out) Memory makers have lots of incentives to diversify to the hyper scalers. Better pricing and more direct to the end demand" [X Link](https://x.com/Alex_Intel_/status/2019634183925297554) 2026-02-06T04:48Z [----] followers, [----] engagements "$INTC David Faber on CNBC said Yeary is doing all split/M&A talks himself. And there is little momentum at the moment. This is good news government so far isn't buying his BS" [X Link](https://x.com/Alex_Intel_/status/1891864548967154045) 2025-02-18T14:57Z [----] followers, 16K engagements "$INTC Something alot of people missed and as been a factor I've been mentioning. Zisner on Q1 call mentioned government knows Intel R&D is in the US. And the importance of Oregon TD. Government is not going to waive a wand and destroy that without Yeary spinning a great story" [X Link](https://x.com/Alex_Intel_/status/1891866190324076943) 2025-02-18T15:03Z [----] followers, [----] engagements "$INTC Personally I wish Intel would hold off selling any Altera stake until any potential tariff announcement. Us is like 50% of fpga market. Altera products are made in Arizona. Could be a nice boost next year customers would take a bit to switch due to nature of fpga's" [X Link](https://x.com/Alex_Intel_/status/1891948719123333474) 2025-02-18T20:31Z [----] followers, [----] engagements "Jesus Christ these people never stop. Panther Lake can't be yielding that low even with [---] D0. @IanCutress said 18A yields well with data he has. Never ending FUD. Intel stated 18A is HVM ready and doing tool installs. The first Panther Lake engineering samples made with Intel/IFSs 18A are currently being tested by major PC ODM/EMS makers. My early [----] industry survey showed 18A yields below 20-30% so theres still a lot of room to step upwhich doesnt bode well for Intels goal of The first Panther Lake engineering samples made with Intel/IFSs 18A are currently being tested by major PC" [X Link](https://x.com/Alex_Intel_/status/1894057747030655077) 2025-02-24T16:12Z [----] followers, 10.4K engagements "$INTC Great pick. I kind of believe this pick implies that they can't sell the foundry. Great news https://t.co/2EppKc112B $INTC $TSM https://t.co/2EppKc112B $INTC $TSM" [X Link](https://x.com/Alex_Intel_/status/1899921948857323861) 2025-03-12T20:34Z [----] followers, [----] engagements "Lip-Bu's statement is what matters. A targeted management collapse not a headcount goal. $INTC Q1 was swapped with Q2 not much else. I'll be listening on the call for foundry interest. UMC said customers want Intel [--] faster. I expect the same for 18A https://www.intc.com/news-events/press-releases/detail/1738/lip-bu-tan-our-path-forward https://www.intc.com/news-events/press-releases/detail/1738/lip-bu-tan-our-path-forward" [X Link](https://x.com/Alex_Intel_/status/1915509856808943740) 2025-04-24T20:55Z [----] followers, 21K engagements "Good sign that Intel is adopting High NA for 14A This would be their 3rd machine First [--] were research units Intel believes High NA will be more cost effective due to being BSPD only node. They have relaxed pitches compared to A14 from TSMC allowing direct print 👀 #TSMC forecasts a strong Q3 with 2nm set to begin ramping in 2H25 but #Intel also steals the spotlight its reportedly the first to get #ASMLs EXE:5200💡More on where the foundry giants stand in the High-NA EUV race: https://t.co/qHIiWghONs 🔗 https://t.co/LhR5IrQb4m 👀 #TSMC forecasts a strong Q3 with 2nm set to begin ramping in" [X Link](https://x.com/Alex_Intel_/status/1945868496472330262) 2025-07-17T15:29Z [----] followers, [----] engagements "Tan is an American citizen and lives in Piedmont California with his wife Ysa Loo. They have two grown children. A Christian he adheres to Presbyterianism.Tan has also been an elder at the First Presbyterian Church of Berkeley since the 1990s Dumb R's: He's clearly a spy" [X Link](https://x.com/Alex_Intel_/status/1953526166058676626) 2025-08-07T18:38Z [----] followers, [----] engagements "Reuters rn BUT BUT 18A yields are shit. 18A performance must be bad right. Oh wait it's 10% or more single thread uplift vs TSMC N3B. Power efficiency jump is massive in belly of voltage/frequency curve INTEL: PANTHER LAKE TO START HIGH-VOLUME PRODUCTION RAMP THIS YEAR FIRST SKU TO SHIP BEFORE YR END BROAD MARKET AVAILABILITY FROM JAN [----] PANTHER LAKE DELIVERS OVER 50% FASTER CPU PERFORMANCE VS PREVIOUS GENERATION PLANS TO LAUNCH CLEARWATER FOREST BRANDED INTEL XEON INTEL: PANTHER LAKE TO START HIGH-VOLUME PRODUCTION RAMP THIS YEAR FIRST SKU TO SHIP BEFORE YR END BROAD MARKET AVAILABILITY" [X Link](https://x.com/Alex_Intel_/status/1976275340373922278) 2025-10-09T13:15Z [----] followers, 11.2K engagements "You can just do things (Intel R&D site in Oregon the only leading-edge R&D site left in the USA) True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities. True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities" [X Link](https://x.com/Alex_Intel_/status/1977066262888100074) 2025-10-11T17:38Z [----] followers, [----] engagements "Just wanna add @dylan522p had Microsoft AI accelerator using Intel Foundry rumour this summer I do hope this 'big' customer is not just a recycle of Pats original 18A order with Microsoft. Anyway bigger customers matter more than Maia [--] AI taking over smartphone https://t.co/UvH70xfIXK AI taking over smartphone https://t.co/UvH70xfIXK" [X Link](https://x.com/Alex_Intel_/status/1979198568776048896) 2025-10-17T14:51Z [----] followers, 60.2K engagements "Lip-Bu Tan of Intel just called to thank me for putting tariffs on Chips Their stock has gone through the roof. Without Tariffs it would be a very hard long slog for Intel. I told Lip-Bu its very simple this is a National Security matter Pls @LipBuTan1 @magicsilicon $GM $F Trump; Mary Barra of General Motors and Bill Ford of Ford Motor Company just called to thank me for putting Tariffs on Mid Size and Large Size Trucks. Their Stock has gone through the roof They told me that without Tariffs it would be a very hard long slog for https://t.co/VB2dDMOALz $GM $F Trump; Mary Barra of General" [X Link](https://x.com/Alex_Intel_/status/1981044680537362760) 2025-10-22T17:07Z [----] followers, 12.6K engagements "Intel is 12% of Teslas market cap Just an example of how cheap Intel is relative to the pie in the sky AGI takeoff views of the tech bros and the only US chip manufacturer Musk: Tesla may build its own semiconductor fab. Musk: Tesla may build its own semiconductor fab" [X Link](https://x.com/Alex_Intel_/status/1986597439500132727) 2025-11-07T00:51Z [----] followers, [----] engagements "@zephyr_z9 Tru but how can Americans buy this dam stock lol" [X Link](https://x.com/Alex_Intel_/status/1987916576130232809) 2025-11-10T16:13Z [----] followers, [----] engagements "@SteakandChickn @imnotharsh Dave is the best CFO in the industry IMO Dave isn't managing the Intel products' capacity demands nor what the manufacturing operations must maintain. You can blame DCAI and Naga for the Intel [--] fuckup Sametime Naga is also the guy driving packaging success and process roadmap" [X Link](https://x.com/Alex_Intel_/status/2016357832472592578) 2026-01-28T03:49Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Alex_Intel_ Alex
Alex posts on X about ai, $googl, $intc, ip the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +72%
- [--] Month [---------] +11%
- [--] Months [---------] +606%
- [--] Year [---------] +8,942%
Mentions: [--] #
- [--] Week [---] -16%
- [--] Month [---] +55%
- [--] Months [-----] +124%
- [--] Year [-----] +2,894%
Followers: [-----] #
- [--] Week [-----] +2.30%
- [--] Month [-----] +16%
- [--] Months [-----] +261%
- [--] Year [-----] +2,052%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 35.09% technology brands 27.19% countries 9.65% finance 9.65% celebrities 3.51% automotive brands 2.63% currencies 1.75% fashion brands 1.75% events 0.88% social networks 0.88%
Social topic influence ai 7.02%, $googl 7.02%, $intc #188, ip #936, company 4.39%, samsung 4.39%, china #3287, in the 4.39%, if you 3.51%, we are 3.51%
Top accounts mentioned or mentioned by @dreadybear @tdevilfish @jukan05 @aratavittorio @insaneanalyst @pythiar @mch2024 @zephyrz9 @walnutavevalue @xyang2023 @magicsilicon @intelpromultra @himotheebuckets @tbu12345678 @cousingraig @icnewer @eding421 @anipddu @icompassoftime @paulleung71287
Top assets mentioned Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) IBM (IBM) Tesla, Inc. (TSLA) Morgan Stanley (MS) Texas Instruments (TXN) ON Semiconductor, Corp. (ON)
Top Social Posts
Top posts by engagements in the last [--] hours
"@jukan05 Panther Lake gonna boom"
X Link 2026-02-05T14:14Z [----] followers, [----] engagements
"Next 18-24 months someone will announce a breakthrough AI EDA tool Then we'll panic and rerate all fabless companies without IP walls (AI doesn't have an IP wall like ARM/x86/Modems etc) Will the tool work idk. But the rush to physical assets companies will come to chips too"
X Link 2026-02-12T15:05Z [----] followers, [----] engagements
"@icnewer @ns123abc It's not the United states government policy to kill it's opposition If you want someone other than the CCP you will be jailed. In the US you can elect a Democrat socialist like mamdani/aoc or a populist like Trump. Republicans will judged by the people in November"
X Link 2026-02-13T20:29Z [----] followers, [---] engagements
"$INTC Great presentation you can see his passion for the company which is amazing. I think attracting new talent is a key point to revive GPU/AI side of company. Line that stuck out to me was Lip-Bu said Trump administration asked what they can do to help Intel"
X Link 2025-03-31T21:43Z [----] followers, [----] engagements
"Bechtel is the construction company used for Intel Ohio. They signed an MOU with the commerce department. Japan Fund - Fund Intel Ohio shell expansion via cheap lease back agreements. Intel WACC is 6% rn. Lease back could be 2% $INTC https://www.constructiondive.com/news/bechtel-kiewit-us-japan-ai-infrastructure-data-centers/804220/ https://www.constructiondive.com/news/bechtel-kiewit-us-japan-ai-infrastructure-data-centers/804220/"
X Link 2025-11-04T16:45Z [----] followers, [----] engagements
"Today's Intel Pump is because Real Men Have Fabs Have a nice weekend everyone"
X Link 2025-11-07T14:52Z [----] followers, [----] engagements
"Intel year-end wrap-up Lip-Bu has delivered gifts for shareholders and tech enthusiasts alike. Where Intel goes from here to reclaim lost glory. https://open.substack.com/pub/alexintel/p/intel-year-end-wrap-upr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/alexintel/p/intel-year-end-wrap-upr=4dqzit&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-03T23:32Z [----] followers, 27.9K engagements
"A lot of people are asking me does Broadcom have a moat Does Nvidia have a moat But Intel actually has one in Oregon"
X Link 2025-12-15T16:20Z [----] followers, 190.3K engagements
"Truly insane numbers Both Hynix and Samsung are literally transmuting DRAM and NAND into gold Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK"
X Link 2026-02-01T22:19Z [----] followers, 10.5K engagements
"@proxietuna @realmemes6 @fabknowledge Intel can ramp supply in 12-18 months cuz they are swimming in shell space TSMC needs more shells. Meaning it's more like 3-4 years and AMD has fight everyone for N2 supply since all ASIC'S in [--] and Nvidia in [--] are N2 or A16"
X Link 2026-02-02T15:42Z [----] followers, [---] engagements
"@D_K_Rajasekar @DreadyBear AMD can shift to DC like Intel (Q1 is qoq growth for DC CPU) But AMD is just shifting chairs on a deck If Apple can't get supply how can AMD ramp overall supply significantly"
X Link 2026-02-04T00:02Z [----] followers, [--] engagements
"When you read "Information Technology" for $EWJ We are not the same (These companies are really manufacturers with the label of info tech)"
X Link 2026-02-04T01:20Z [----] followers, [---] engagements
"Google going full bore LOL TPU to the moon *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $GOOGL"
X Link 2026-02-04T21:03Z [----] followers, [----] engagements
"@insane_analyst OMG Qualcomm is fucking dead"
X Link 2026-02-04T21:04Z [----] followers, [----] engagements
"@Gaurab There is already [--] very large domestic chip manufacturers. The leading player (Intel) and trailing edge player (Texas Instruments) You know that right"
X Link 2026-02-05T13:08Z [----] followers, [---] engagements
"Dylan mentions Google is looking into a heavy SRAM and a 3D stacked (SRAM) TPU variants for low latency workloads Mhh I wonder who recently knocked on Lip-Bu Tans door for 18AP (18AP-T will be the industry's first backside power base die for 3d stacking) FULL INTERVIEW: @dylan522p joins TBPN at the Cisco AI summit to discuss data centers in space the limits of todays AI hardware and how chips power and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and https://t.co/o7EytLzOz3 FULL INTERVIEW: @dylan522p joins TBPN at the Cisco"
X Link 2026-02-05T14:46Z [----] followers, 10.6K engagements
"@jukan05 You watch Elon segment on TeraFab I think we are chilling hahaha They tried to nail him on where he's getting the process IP. His answer was idk mess with tools lol"
X Link 2026-02-05T22:30Z [----] followers, [----] engagements
"@jukan05 Time stamps are sorta wrong on the vid. He gives more details much earlier than the time stamp Maybe [--] mins in"
X Link 2026-02-05T22:32Z [----] followers, [---] engagements
""Until recently most companies building computers or other systems usually picked their semiconductors from a list of standard off-the-shelf products.. But in recent years new design technologies have enabled engineers at just about any company to design their own.""
X Link 2026-02-07T04:17Z [----] followers, [----] engagements
"time is a flat circle @magicsilicon"
X Link 2026-02-07T04:20Z [----] followers, [---] engagements
"@Olrak29_ Everyone knows the Nova Lake compute tile is N2P"
X Link 2026-02-07T05:34Z [----] followers, [----] engagements
"@tmaj314159 @Olrak29_ High end desktop yes it's N2P Laptop is less well known"
X Link 2026-02-07T06:19Z [----] followers, [---] engagements
"@treasury_bill [----] annual report"
X Link 2026-02-07T19:28Z [----] followers, [--] engagements
"@aphysicist"
X Link 2026-02-07T22:20Z [----] followers, [---] engagements
"@insane_analyst Do you think hyper scalers try a groq copy cat or just SRAM-heavy to offer low-latency token generation"
X Link 2026-02-08T01:12Z [----] followers, [----] engagements
"Lip-Bu Tan at Cisco event talked about how Intel must be ready to support mobile IP for customers on 14A (compared to how 18A went) Wonder who that might be. Meanwhile [--] guy on SemiAnalysis mobile will never work with BSPD With copycat articles Let's see how that take ages At the #CiscoAISummit this morning in San Francisco. Enjoyed a wide-ranging conversation with my good friend @jpatel41. Look forward to working closely with @Cisco to build compute infrastructure for the AI era https://t.co/3fKJUNXo6A At the #CiscoAISummit this morning in San Francisco. Enjoyed a wide-ranging conversation"
X Link 2026-02-09T04:52Z [----] followers, [----] engagements
"@IntelProMUltra AMD can switch some desktop tiles to server but they are simply moving chairs on a deck. Those client CPUs would already sell. Probably with better margins than server tbh AMD can't get more total wafers until Blackwell deramps in 2027"
X Link 2026-02-09T04:58Z [----] followers, [---] engagements
"@insane_analyst Looking forward to this I did see Dylan Patel mention Google is looking into a 3D Stacked TPU for low latency workloads Said on a podcast recently"
X Link 2026-02-09T05:27Z [----] followers, [---] engagements
"@IntelProMUltra @gustavokov Apple: Can't enough capacity Nvidia: Can't get enough capacity Google/AWS: Can't get enough capacity Meanwhile AMD investors so you see we have no capacity issues. Uh ya sure buddy"
X Link 2026-02-09T15:03Z [----] followers, [---] engagements
"@kayliatyyy It's fun Some hedge fund probably got margin called and had alot in their basket"
X Link 2026-02-09T15:06Z [----] followers, [---] engagements
"@insane_analyst It's funny cuz if they didn't make the base die in house They would have more clean room space to make dram and profits would be even higher"
X Link 2026-02-09T15:39Z [----] followers, [----] engagements
"@eding421 https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ"
X Link 2026-02-09T19:01Z [----] followers, [----] engagements
"@sameerdesai592 @eding421 In general the paid newsletter doesn't drop much alpha The paid section had charts where they gave Intel low chances of landing apple (5%) Despite everyone knowing how deep apple is commiting to Intel right now lol"
X Link 2026-02-09T20:07Z [----] followers, [---] engagements
"@OmerCheeema I believe they are extrapolating R&D cost to fix 10nm that got slapped onto its depreciation curve Intel spent years trying to get it to work. Some of that cost is depreciated over the life of the node. So that cash cost was already burned. Same thing for tool depreciation"
X Link 2026-02-09T21:46Z [----] followers, [----] engagements
"@Anipddu AMD will take share in higher end enterprise. Intel is gonna drop prices for GNR. So we'll see how things pan out Overall my thesis is Intel can ride the demand wave through this year and next. Maybe there's a bit of a hole in late [--] or early [--]. Before coral Rapids hits"
X Link 2026-02-09T23:16Z [----] followers, [---] engagements
"@IntelProMUltra turbo cells too"
X Link 2026-02-10T00:02Z [----] followers, [---] engagements
"@HimotheeBuckets Dave hinted that Intel will see above seasonal rest of the year. CPU demand flip can't turn prices like memory can because both have OEM's to support. Not a pure commodity But it should play out with higher prices each quarter and better rev as supply ramps"
X Link 2026-02-10T04:38Z [----] followers, [---] engagements
"@HimotheeBuckets I don't think you'll see Intel post memory like EPS But supportive rev growth with foundry customers in back half is a good setup"
X Link 2026-02-10T04:39Z [----] followers, [---] engagements
"Lip-Bu Tan: Fine I'll do it myself Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain-CNBC Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain-CNBC"
X Link 2026-02-10T04:45Z [----] followers, [----] engagements
"@JacquesLeChan Can't do the voice Copy right lol @magicsilicon"
X Link 2026-02-10T05:01Z [----] followers, [---] engagements
"@TamerAm48431889 Sounds like meh product But meh is good enough in the current demand environment"
X Link 2026-02-10T13:56Z [----] followers, [--] engagements
"@jukan05 Ibiden and Intel are very close Makes sense Google would have a new supply chain partner for Substrate. I bet the prepay lip bu mentioned is to them"
X Link 2026-02-10T14:07Z [----] followers, [----] engagements
"@PythiaR Uncle Xi can turn your investment into a zero"
X Link 2026-02-10T17:45Z [----] followers, [----] engagements
"@PythiaR 50% More like 5% currently and 10% by end of the decade"
X Link 2026-02-10T17:53Z [----] followers, [---] engagements
"@MCH2024 @PythiaR Short and medium term pain for whole industry no doubt Can't control what a dictator does with nobody to advise him anymore"
X Link 2026-02-10T18:07Z [----] followers, [---] engagements
"@Arronwei3n No we sell Intel on EMIB booming and CPU shortage from agents"
X Link 2026-02-10T22:57Z [----] followers, [---] engagements
"@jukan05 How much Chinese capacity is coming online"
X Link 2026-02-11T01:51Z [----] followers, [----] engagements
"EMIB demand must be off the charts for Intel to want out of the tower agreement "Intel signed a contract with Tower to manufacture 300mm wafers for Towers customers in Intels NM facility. Recently Intel has expressed its intention not to perform under the agreement.""
X Link 2026-02-11T13:24Z [----] followers, [----] engagements
"Either that or Optane is coming back Take your pick"
X Link 2026-02-11T13:24Z [----] followers, [----] engagements
"@zephyr_z9 U might find this interesting"
X Link 2026-02-11T14:47Z [----] followers, [---] engagements
"@PythiaR @c0n5tantinople The problem is the fabs lose all terminal value. Since they will never get upgraded You can do some math and assume something like a 3x wafer hike with 80% gross margin Over [--] years the [--] fabs (30k WSPM each) generate $320B. Then you will see it taper off as supply comes"
X Link 2026-02-11T15:15Z [----] followers, [---] engagements
"@PythiaR @c0n5tantinople They'll be treated like a bond essentially Plus their some risk that TSMC during an invasion burns it's cash pile and some of that will be needed to pay off debts of TSMC Additional risk of course is USG nationalizes the site or forces some kinda merger"
X Link 2026-02-11T15:17Z [----] followers, [---] engagements
"@insane_analyst GFS tho"
X Link 2026-02-11T16:42Z [----] followers, [----] engagements
"@zephyr_z9 @insane_analyst What did u think of Intel canning the tower 65nm deal"
X Link 2026-02-11T16:55Z [----] followers, [---] engagements
"@insane_analyst @zephyr_z9 That's what I guessed Intel is willing to throw probably couple hundred million into the toilet to use the clean room space for EMIB Even tho Malaysia is yuge"
X Link 2026-02-11T17:02Z [----] followers, [---] engagements
"@Midnight_Captl Now this I agree with haha I think he'll attempt to buy Intel when he realizes the difficulty"
X Link 2026-02-11T21:03Z [----] followers, [---] engagements
"@Midnight_Captl He might try and license a process node from IBM Like Rapidus in japan But who knows if it's even manufacturable Samsung had thousands of engineers and whole fab to develop theirs and it took [--] years to fix While IBM had there's developed in a rent a fab from a university"
X Link 2026-02-11T21:17Z [----] followers, [---] engagements
"@icompassoftime Optane's R&D and R&D related manufacturing took place in New Mexico"
X Link 2026-02-11T21:20Z [----] followers, [---] engagements
"@TBU12345678 People won't panic over an AI Chinese EDA tool imo (Chinese coding models haven't panicked market) Personally I think it'll come out of a startup or Google (this is why it's sorta out of left field) since cdns/snps programs are well known"
X Link 2026-02-12T15:14Z [----] followers, [---] engagements
"@CousinGraig @TBU12345678 Google has yes. I mean a 'claude code' moment for chip design. Agents capable of doing more than current small scale wire optimization Effect on fabless is players up the supply chain can in source more effectively. Google/AWS close the gap Industrial companies in source etc"
X Link 2026-02-12T16:11Z [----] followers, [---] engagements
"@TBU12345678 @CousinGraig Agreed EDA guys have a nice moat. It's cheaper for Google to pay out the ass for training data then avoid them https://x.com/Alex_Intel_/status/2021982145884172513s=20 @CousinGraig @TBU12345678 Data is an issue That's why I'm not saying this isn't bad for the EDA guys (not fully convinced tho). They have a yuge portfolio of IP that might make their offering really competitive Chip design is a verifiable problem so data is less important than say a LLM tho https://x.com/Alex_Intel_/status/2021982145884172513s=20 @CousinGraig @TBU12345678 Data is an issue That's why"
X Link 2026-02-12T16:22Z [----] followers, [---] engagements
"@zephyr_z9 Shin Etsu management"
X Link 2026-02-12T16:38Z [----] followers, [---] engagements
"@mweinbach Prefill and decode"
X Link 2026-02-12T19:03Z [----] followers, [---] engagements
"@jukan05 If Rapidus has good yields they'll get alot of customers Main issue is IBM hasn't had a node enter any volume since 14nm. I doubt it's going to work it was developed with a skeleton crew with no R&D fab"
X Link 2026-02-12T23:54Z [----] followers, [----] engagements
"@jukan05 Fab is actually pretty big tbh Samsung spent [--] years fixing their GAA. Whole time before that they had a full R&D fab to develop it too. IBM shares space in a university fab. They haven't had any real learnings on the node IBM 2nm is very dense too yields will doom it IMO"
X Link 2026-02-12T23:59Z [----] followers, [---] engagements
"@jukan05 PDK specs have IBM 2nm at similar density or higher density than TSMC 2nm Much more dense than Intel (w/BSPD) or Samsung SF2 It's gonna be a nightmare"
X Link 2026-02-13T00:01Z [----] followers, [---] engagements
"@DueCalligrapher Tariff situation endend up being very disappointing. Intel for whatever reason couldn't lobby like the domestic autos I would think about instead as Lutnick leaning on companies to use them. Compared to using tariffs themselves. There won't be any tariff on TSMC products"
X Link 2026-02-13T13:39Z [----] followers, [---] engagements
"@zephyr_z9 Isn't Amazon still using Intel for Trainium racks tho"
X Link 2026-02-13T14:26Z [----] followers, [---] engagements
"@PAULLEUNG71287 @DueCalligrapher Not the case. Big tech lobbying is just very powerful I think we are just lucky lip-bu has gotten Intel into good shape and the logic shortage is driving customers to Intel. Along with some assistance from Lutnick"
X Link 2026-02-13T14:55Z [----] followers, [--] engagements
"@TDevilfish AMD is cooked in laptop and soon to be on desktop"
X Link 2026-02-13T16:43Z [----] followers, [---] engagements
"@bwwgpro1 @DylanOnChips Intel has the exact opposite problem They have a bunch of empty steel buildings"
X Link 2026-02-13T19:12Z [----] followers, [--] engagements
"@TDevilfish @DreadyBear Battery life is teams word Internet browsing and YouTube That's low power island or e cores"
X Link 2026-02-13T19:55Z [----] followers, [--] engagements
"@PrefFalsifier @danactivatted @Interestingna11 @insane_analyst I'm not saying anything about people getting fired or anything. Great engineers will remain It's more about closing the gap of top tier design firms vs let's say the hyper scalers. Allowing firms up the chain to design chips (industrial and manufacturer)"
X Link 2026-02-14T17:45Z [----] followers, [---] engagements
"You build in America If China wanted to compete dirty it could just blockade Taiwan and there wouldnt be much the U.S. could do about it. That would cut off TSMC chips and disrupt the entire AI supply chain to the U.S. while China could keep those chips for itself. So what is Dario going to do If China wanted to compete dirty it could just blockade Taiwan and there wouldnt be much the U.S. could do about it. That would cut off TSMC chips and disrupt the entire AI supply chain to the U.S. while China could keep those chips for itself. So what is Dario going to do"
X Link 2026-02-14T01:43Z [----] followers, 29.5K engagements
"Produce domestically Rely on our own industry My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read. My prediction is that we will avoid ww3 (or put it off) by trading Taiwan to China in return for a [--] yr guarantee on semiconductor access. This is a brilliant analysis and must read"
X Link 2026-02-15T19:30Z [----] followers, [----] engagements
"@beaversteever Ricursive and AlphaChip aren't LLM wrappers tho"
X Link 2026-02-15T22:53Z [----] followers, [---] engagements
"@jukan05 What analyst wrote this note lmao"
X Link 2026-01-19T04:02Z [----] followers, [---] engagements
"I'm glad SemiAnalysis finally leaked 18A-U Now I can talk about it lol. Anyway 14A is coming earlier than [----] guys but keep believing Lip-Bu sandbagging"
X Link 2026-02-09T18:27Z [----] followers, 11.1K engagements
"It was a fantastic article Lip-Bu certainly has been on a lucky streak. CPU demand turn is happening now. TSMC underinvestment is driving customers to him etc Shipping non-competitive CPU's and the market will eat it up at least through the end of next year (EMR GNR DMR) Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V Just admire a lot of our work man. The RL and Agentic Era. https://t.co/Qd4mOdvn6V"
X Link 2026-02-09T23:08Z [----] followers, [----] engagements
"@Arronwei3n What about the broadcom Trainium"
X Link 2026-02-12T01:44Z [----] followers, [---] engagements
"@DeItaone @insane_analyst SRAM bros winning"
X Link 2026-01-14T20:12Z [----] followers, 11.8K engagements
"If you are a hyperscaler and don't know where you can secure your SRAM for a new low-latency ASIC to chase Nvidia and Sam Altman Call the toll-free number below 1-800-Lip-Bu @DeItaone @insane_analyst SRAM bros winning https://t.co/I3QgPl0P7B @DeItaone @insane_analyst SRAM bros winning https://t.co/I3QgPl0P7B"
X Link 2026-01-15T02:04Z [----] followers, 10.7K engagements
"@Lukateake @GoogleDeepMind Any verifiable problem will absolutely be dominated by AI. Chip design is a verifiable problem Scaling issue currently. EDA market is small little effort went into it But if you are paying $50B a year in profit to Nvidia. Cost savings to Google and others etc becomes obvious"
X Link 2026-02-13T17:59Z [----] followers, [----] engagements
"@TDevilfish @DreadyBear On desktop Intel's main issue is performance. Arrow Lake gap is horrible Nova Lake will be much better. On mobile Intel e core saves their ass on battery life. They'll take share with better graphics and better battery life"
X Link 2026-02-13T19:52Z [----] followers, [---] engagements
"@zephyr_z9 Nvidia is one company People are smart and will build racks in south east Asia within months probably sourcing parts from china Good luck with fab capacity when the tools are shutdown"
X Link 2026-02-14T11:43Z [----] followers, [---] engagements
"@danactivatted @Interestingna11 @insane_analyst I sorta thought the same thing But any verifiable task with enough compute on the RL side has been conquered I don't think the EDA guys have poured probably billions needed in compute needed"
X Link 2026-02-14T17:35Z [----] followers, [---] engagements
"18A-P and 18A-U for fast inference ASIC's Gonna be booming Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference and training though https://t.co/0OrEflF5dD Codex Spark was trained on GPUs for Cerebras hardware but OpenAI added support to their inference framework for Cerebras meaning theyre reading to load future models onto it too GPUs are still foundational for inference and training though https://t.co/0OrEflF5dD"
X Link 2026-02-12T19:02Z [----] followers, [----] engagements
"@BaldingsWorld I've tried to say this to many tech people They don't understand"
X Link 2026-02-14T15:52Z [----] followers, [---] engagements
"@GelsingerINTC @BaldingsWorld They want the island even if it was just farmers and a swamp. Idea is hard coded into every party leader"
X Link 2026-02-14T18:24Z [----] followers, [--] engagements
"@walnutavevalue @beaversteever I sorta think judge cost as 'nvidia tax' If you buy $50B of GPU's You are paying $30B in margin to Nvidia yearly. So does paying cadence $5B per year for their massive IP portfolio for training worth it Probably"
X Link 2026-02-15T23:18Z [----] followers, [--] engagements
"@XYang2023 Amazon has always been a strong Intel house Especially Annapurna Labs and Lip-Bu"
X Link 2026-02-05T22:03Z [----] followers, [---] engagements
"@BenFranklin2019 BSPD for SRAM is a superior choice for an ASIC given routing and power constraints of the top die Never mind the fact that process node PPA matters less when you are a SRAM heavy Inference chip Additionally Intel has alot of spare logic capacity vs TSMC"
X Link 2026-02-05T22:19Z [----] followers, [---] engagements
"@QEDvinci @jukan05 nah he is that naive. His idea was that you can modify tools to increase output uhhh"
X Link 2026-02-05T22:59Z [----] followers, [---] engagements
"@Qgambit324 @BenFranklin2019 Tool output and clean room space are two different things Industry is out of clean room space. Intel is swimming in it. Meaning Intel could ramp in quarters. Everyone else is in multiple years"
X Link 2026-02-06T01:34Z [----] followers, [--] engagements
""Can the US actually build fabs (The delay problem)" Ignores Intel building fabs in the US since [----] in its recent history 75% of its output was in US NVIDIA's New Moat & Why China is "Semiconductor Pilled loved my conversation with Dylan Patel (@dylan522p). Raw incredibly insightful and. hilarious. 00:00 - Intro 01:16 - Nvidia acquires Groq: A pivot to specialization 07:09 - Why AI models might need "wide" compute https://t.co/2gaMUQ4exM NVIDIA's New Moat & Why China is "Semiconductor Pilled loved my conversation with Dylan Patel (@dylan522p). Raw incredibly insightful and. hilarious. 00:00"
X Link 2026-02-06T02:12Z [----] followers, [----] engagements
"@PAULLEUNG71287 @jukan05 There's realistic Which is ya we are looking for IP and iterate (very hard Rapidus is trying maybe Elon could pull it off) Vs the tools are the same so we can iterate. Just not how semis work. These aren't known chemical processes software or metals you can bend"
X Link 2026-02-06T03:02Z [----] followers, [---] engagements
"@jukan05 Dam they are losing money on the contract still in [--] Elon took em to the cleaners"
X Link 2026-02-06T04:32Z [----] followers, [----] engagements
"@awakenowzone Elon got Samsung into a contract where they are losing money on the hope volume pays off later in the decade. Lip-Bu isn't singing any deals like that https://x.com/jukan05/status/2019626726058520801s=20 Samsung Begins Tesla AI5 Wafer Processing "Musk Also Attending Meetings" Samsung Electronics will soon begin pilot production of Tesla's AI5 chips. While the AI5 and AI6 chip foundry contracts are loss-making in the short term the level of interest is high enough that Tesla https://t.co/Ogf4Q50ZUP https://x.com/jukan05/status/2019626726058520801s=20 Samsung Begins Tesla AI5"
X Link 2026-02-06T04:43Z [----] followers, [----] engagements
"@jukan05 Isn't super short term deals a negative for Nvidia now (Whenever their deal runs out) Memory makers have lots of incentives to diversify to the hyper scalers. Better pricing and more direct to the end demand"
X Link 2026-02-06T04:48Z [----] followers, [----] engagements
"$INTC David Faber on CNBC said Yeary is doing all split/M&A talks himself. And there is little momentum at the moment. This is good news government so far isn't buying his BS"
X Link 2025-02-18T14:57Z [----] followers, 16K engagements
"$INTC Something alot of people missed and as been a factor I've been mentioning. Zisner on Q1 call mentioned government knows Intel R&D is in the US. And the importance of Oregon TD. Government is not going to waive a wand and destroy that without Yeary spinning a great story"
X Link 2025-02-18T15:03Z [----] followers, [----] engagements
"$INTC Personally I wish Intel would hold off selling any Altera stake until any potential tariff announcement. Us is like 50% of fpga market. Altera products are made in Arizona. Could be a nice boost next year customers would take a bit to switch due to nature of fpga's"
X Link 2025-02-18T20:31Z [----] followers, [----] engagements
"Jesus Christ these people never stop. Panther Lake can't be yielding that low even with [---] D0. @IanCutress said 18A yields well with data he has. Never ending FUD. Intel stated 18A is HVM ready and doing tool installs. The first Panther Lake engineering samples made with Intel/IFSs 18A are currently being tested by major PC ODM/EMS makers. My early [----] industry survey showed 18A yields below 20-30% so theres still a lot of room to step upwhich doesnt bode well for Intels goal of The first Panther Lake engineering samples made with Intel/IFSs 18A are currently being tested by major PC"
X Link 2025-02-24T16:12Z [----] followers, 10.4K engagements
"$INTC Great pick. I kind of believe this pick implies that they can't sell the foundry. Great news https://t.co/2EppKc112B $INTC $TSM https://t.co/2EppKc112B $INTC $TSM"
X Link 2025-03-12T20:34Z [----] followers, [----] engagements
"Lip-Bu's statement is what matters. A targeted management collapse not a headcount goal. $INTC Q1 was swapped with Q2 not much else. I'll be listening on the call for foundry interest. UMC said customers want Intel [--] faster. I expect the same for 18A https://www.intc.com/news-events/press-releases/detail/1738/lip-bu-tan-our-path-forward https://www.intc.com/news-events/press-releases/detail/1738/lip-bu-tan-our-path-forward"
X Link 2025-04-24T20:55Z [----] followers, 21K engagements
"Good sign that Intel is adopting High NA for 14A This would be their 3rd machine First [--] were research units Intel believes High NA will be more cost effective due to being BSPD only node. They have relaxed pitches compared to A14 from TSMC allowing direct print 👀 #TSMC forecasts a strong Q3 with 2nm set to begin ramping in 2H25 but #Intel also steals the spotlight its reportedly the first to get #ASMLs EXE:5200💡More on where the foundry giants stand in the High-NA EUV race: https://t.co/qHIiWghONs 🔗 https://t.co/LhR5IrQb4m 👀 #TSMC forecasts a strong Q3 with 2nm set to begin ramping in"
X Link 2025-07-17T15:29Z [----] followers, [----] engagements
"Tan is an American citizen and lives in Piedmont California with his wife Ysa Loo. They have two grown children. A Christian he adheres to Presbyterianism.Tan has also been an elder at the First Presbyterian Church of Berkeley since the 1990s Dumb R's: He's clearly a spy"
X Link 2025-08-07T18:38Z [----] followers, [----] engagements
"Reuters rn BUT BUT 18A yields are shit. 18A performance must be bad right. Oh wait it's 10% or more single thread uplift vs TSMC N3B. Power efficiency jump is massive in belly of voltage/frequency curve INTEL: PANTHER LAKE TO START HIGH-VOLUME PRODUCTION RAMP THIS YEAR FIRST SKU TO SHIP BEFORE YR END BROAD MARKET AVAILABILITY FROM JAN [----] PANTHER LAKE DELIVERS OVER 50% FASTER CPU PERFORMANCE VS PREVIOUS GENERATION PLANS TO LAUNCH CLEARWATER FOREST BRANDED INTEL XEON INTEL: PANTHER LAKE TO START HIGH-VOLUME PRODUCTION RAMP THIS YEAR FIRST SKU TO SHIP BEFORE YR END BROAD MARKET AVAILABILITY"
X Link 2025-10-09T13:15Z [----] followers, 11.2K engagements
"You can just do things (Intel R&D site in Oregon the only leading-edge R&D site left in the USA) True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities. True. China is formidable but so is America. We need to have complete internal resiliency. The critical capabilities to support our society must not be gated by another country and their priorities"
X Link 2025-10-11T17:38Z [----] followers, [----] engagements
"Just wanna add @dylan522p had Microsoft AI accelerator using Intel Foundry rumour this summer I do hope this 'big' customer is not just a recycle of Pats original 18A order with Microsoft. Anyway bigger customers matter more than Maia [--] AI taking over smartphone https://t.co/UvH70xfIXK AI taking over smartphone https://t.co/UvH70xfIXK"
X Link 2025-10-17T14:51Z [----] followers, 60.2K engagements
"Lip-Bu Tan of Intel just called to thank me for putting tariffs on Chips Their stock has gone through the roof. Without Tariffs it would be a very hard long slog for Intel. I told Lip-Bu its very simple this is a National Security matter Pls @LipBuTan1 @magicsilicon $GM $F Trump; Mary Barra of General Motors and Bill Ford of Ford Motor Company just called to thank me for putting Tariffs on Mid Size and Large Size Trucks. Their Stock has gone through the roof They told me that without Tariffs it would be a very hard long slog for https://t.co/VB2dDMOALz $GM $F Trump; Mary Barra of General"
X Link 2025-10-22T17:07Z [----] followers, 12.6K engagements
"Intel is 12% of Teslas market cap Just an example of how cheap Intel is relative to the pie in the sky AGI takeoff views of the tech bros and the only US chip manufacturer Musk: Tesla may build its own semiconductor fab. Musk: Tesla may build its own semiconductor fab"
X Link 2025-11-07T00:51Z [----] followers, [----] engagements
"@zephyr_z9 Tru but how can Americans buy this dam stock lol"
X Link 2025-11-10T16:13Z [----] followers, [----] engagements
"@SteakandChickn @imnotharsh Dave is the best CFO in the industry IMO Dave isn't managing the Intel products' capacity demands nor what the manufacturing operations must maintain. You can blame DCAI and Naga for the Intel [--] fuckup Sametime Naga is also the guy driving packaging success and process roadmap"
X Link 2026-01-28T03:49Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing