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[@mzuhair123](/creator/twitter/mzuhair123)
"$TSM Could Be Barred From Selling Chips To the U.S. Under Chinas Newest Rare Earths Export Control Measures Disrupting the AI Industry $NVDA $AMD"  
[X Link](https://x.com/mzuhair123/status/1977073200162078925) [@mzuhair123](/creator/x/mzuhair123) 2025-10-11T18:05Z XXX followers, 11.8K engagements


"I see the interest in $INTC 18A node and how it is going to restore American manufacturing but for the folks who follow me are you aware of the specifics of the process and how it stacks up to 2nm alternates I am not talking about the media terms like 'PowerVia' or 'RibbonFET' but rather the core of the technology"  
[X Link](https://x.com/mzuhair123/status/1978057271520432487) [@mzuhair123](/creator/x/mzuhair123) 2025-10-14T11:16Z XXX followers, 6254 engagements


"$INTC 18A Process Witnesses Massive Optimism From The Industry With $MSFT Now Rumored To Be In-Line For Adoption"  
[X Link](https://x.com/mzuhair123/status/1979249831316000851) [@mzuhair123](/creator/x/mzuhair123) 2025-10-17T18:15Z XXX followers, 10.7K engagements


"$INTC Finds a Lifeline For its AI Chips by Partnering with $NVDA Blackwell Ecosystem in a Hybrid Rack-Scale AI Platform"  
[X Link](https://x.com/mzuhair123/status/1979587747410214991) [@mzuhair123](/creator/x/mzuhair123) 2025-10-18T16:37Z XXX followers, 5883 engagements


"@christophauto Don't know of a meeting with Lisa Zuck or Altman"  
[X Link](https://x.com/mzuhair123/status/1980159175624945967) [@mzuhair123](/creator/x/mzuhair123) 2025-10-20T06:28Z XXX followers, XX engagements


"🚨 $INTC Big Foundry Shift Incoming Rumors suggest $AAPL may adopt a dual-sourcing strategy at 1.4nm involving both TSMC and Intels upcoming 14A process This is a potentially pivotal moment for Intels foundry ambitions. After stating it may exit the cutting-edge node race (18A 14A) if customer volume doesnt materialize early traction with giants like Apple or NVIDIA could change the game. For Apple this may be a strategic move to reduce over-reliance on TSMC which currently dominates advanced process tech. With both Intel 14A and TSMCs A14 expected around 2028 Apple gains negotiating leverage"  
[X Link](https://x.com/mzuhair123/status/1949099714537812457) [@mzuhair123](/creator/x/mzuhair123) 2025-07-26T13:29Z XXX followers, 7479 engagements


"$INTC Former CEO Pat Gelsinger Warns That Money From the U.S. and $NVDA Wont Matter If It Doesnt Fill the Fabs A Goal Still Unmet"  
[X Link](https://x.com/mzuhair123/status/1977772290600280384) [@mzuhair123](/creator/x/mzuhair123) 2025-10-13T16:23Z XXX followers, 5676 engagements


"Our Competitor Is Also Our Very Good Customer $TSM CEO Says Throwing Subtle Shade at the Attention Around $INTC"  
[X Link](https://x.com/mzuhair123/status/1978772020029440277) [@mzuhair123](/creator/x/mzuhair123) 2025-10-16T10:36Z XXX followers, 5637 engagements


"$INTC CEO Lip-Bu Tan Meets Saudi Official For a Potential Chip Partnership Can Gulf Capital Power Team Blues Semiconductor Comeback"  
[X Link](https://x.com/mzuhair123/status/1979918333198622842) [@mzuhair123](/creator/x/mzuhair123) 2025-10-19T14:31Z XXX followers, 14.7K engagements


"$NVDA CEO Jensen Huang Scrambled To Rescue a Stalled Deal From Collapse With OpenAI After the AI Giant Considered Turning to Google TPU Chips"  
[X Link](https://x.com/mzuhair123/status/1980505663618052136) [@mzuhair123](/creator/x/mzuhair123) 2025-10-21T05:25Z XXX followers, XXX engagements


"Interesting post coming on $INTC potential 18A clients and this isn't just limited to $MSFT"  
[X Link](https://x.com/mzuhair123/status/1979243022295462275) [@mzuhair123](/creator/x/mzuhair123) 2025-10-17T17:48Z XXX followers, 10.6K engagements


"There's also an another interesting front where $NVDA and $INTC have collaborated and I'll post relevant details in a bit"  
[X Link](https://x.com/mzuhair123/status/1979541362807640272) [@mzuhair123](/creator/x/mzuhair123) 2025-10-18T13:33Z XXX followers, 3237 engagements


"$NVDA First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness: The U.S. Can Build Chips But Must Send Them Abroad to Finish the Job"  
[X Link](https://x.com/mzuhair123/status/1980261099388748083) [@mzuhair123](/creator/x/mzuhair123) 2025-10-20T13:13Z XXX followers, 2497 engagements


"Chinese Engineers Boldly Tried to Reverse Engineer $ASML DUV Machines; Only to Break Them & Call the Dutch Firm for Technical Help"  
[X Link](https://x.com/mzuhair123/status/1980674068111360147) [@mzuhair123](/creator/x/mzuhair123) 2025-10-21T16:34Z XXX followers, XXX engagements