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[@Alex_Intel_](/creator/twitter/Alex_Intel_)
"Intel AI strategy pointing to custom silicon IMO We'll see when Tan unveils his plan In his expanded role Iyengar will lead horizontal engineering functions and build a new custom silicon business to serve a broad range of external customers"  
[X Link](https://x.com/Alex_Intel_/status/1965149883910041870) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-09-08T20:26Z 1097 followers, 5934 engagements


"As a reminder before Sam Altman went to TSMC who they are using for current OpenAI ASIC process node He said the following about Intel. Implying if broadcom worked with Intel they could work something out. Since it's in the US interest. More in article"  
[X Link](https://x.com/Alex_Intel_/status/1977807971112599905) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-13T18:45Z 1099 followers, 6383 engagements


"@insane_analyst Isn't Meta an AMD house at this point"  
[X Link](https://x.com/Alex_Intel_/status/1978877032701530274) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-16T17:33Z 1095 followers, XXX engagements


"@chilling_dc"  
[X Link](https://x.com/Alex_Intel_/status/1980068214915944472) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-20T00:27Z 1100 followers, XXX engagements


"@GlenKacher @buccocapital @benthompson @_fabknowledge_ It's not a bet on any business Altman is going for all above approach trying to grab all compute down the road If AMD or his own chips suck he can back out and buy Nvidia Same for any potential Intel AI chips deal"  
[X Link](https://x.com/Alex_Intel_/status/1975616731998789861) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-07T17:38Z 1100 followers, XX engagements


"@diamondrapids Ya they work insane hours Why they beat Koreans. Idk I just know that boss pleasing culture of east Asia has alot of waste. Certainly working a lot does help customer service Intel's culture was great to drive technology lead. It was not great for accepting outside ideas"  
[X Link](https://x.com/Alex_Intel_/status/1979921105033830700) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-19T14:42Z 1100 followers, XXX engagements


"Top end clocks aren't going to be amazing (10% single thread uplift is still decent tbh) But the belly of curve Intel 18A is a very power efficient jump vs TSMC N3B Nice job guys $INTC"  
[X Link](https://x.com/Alex_Intel_/status/1976274509318717641) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-09T13:12Z 1100 followers, 23.2K engagements


"@insane_analyst Qualcomm has a lower market cap than Intel now Now who can acquire who"  
[X Link](https://x.com/Alex_Intel_/status/1976741496499192321) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-10T20:07Z 1100 followers, XXX engagements


"Pat Gelsinger did a CNBC interview this morning Pat said the strong hand of government is needed to force customers to Intel. Apple Qualcomm and Nvidia must use Intel's fabs Amen. @PGelsinger continues to advocate for America's Semiconductor Manufacturing future"  
[X Link](https://x.com/Alex_Intel_/status/1977722399421354095) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-13T13:05Z 1100 followers, 9627 engagements


"As a reminder earlier this year Intel had Jaguar Shores marked as middle of 2027. Crescent Island is almost certainly 18AP due to sample late 2026. Volume 2027 Possible JGS is being redesigned under Lip-Bu for A16/N2P. But timeline also works for 18AP $INTC"  
[X Link](https://x.com/Alex_Intel_/status/1978469447506817405) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-15T14:34Z 1100 followers, 4056 engagements


"People ask me how early are we in Intel 'story' We are so early market hasn't priced a single major fab customer. Hasn't priced in Intel utilizing all it's shell capacity in Az Israel or shell in Ohio Market hasn't priced in more shells in Ohio all with prepays orders $INTC"  
[X Link](https://x.com/Alex_Intel_/status/1978820035880608192) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-16T13:47Z 1100 followers, 4644 engagements


"@Jukanlosreve I want an Apple tie in. That's what gets you +50% day (iPhone+Mac) But this is a good sign overall"  
[X Link](https://x.com/Alex_Intel_/status/1979187565690523762) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-17T14:07Z 1100 followers, 1576 engagements


"@tbpn @PalmerLuckey You guys gonna ask about Taiwan 2027 comments"  
[X Link](https://x.com/Alex_Intel_/status/1979228186039980518) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-17T16:49Z 1100 followers, XXX engagements


"@Jukanlosreve "Real countries have fabs"  
[X Link](https://x.com/Alex_Intel_/status/1979398037400359370) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-18T04:04Z 1100 followers, 1224 engagements


"@JoelMiller1337 @Jukanlosreve US lacking talent is just not true Immigrants obviously help the industry alot. But US talent pool is very big. Intel fell behind because of poor management. Trying to do so many complex things at same time for 10nm. Micron ASML light source is US R&D KLAAmat Lam etc"  
[X Link](https://x.com/Alex_Intel_/status/1979748640437731799) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-19T03:17Z 1100 followers, XXX engagements


"@diamondrapids @RapidResponse47 @POTUS @diyas_1989 Nah we already know the X fabs are booked out. TSMC plan hasn't changed besides bringing 2nm a year early. Yet Lutnick is pushing for more (got told no). Keeps bringing up $550B plan for chips manufacturing. We got WSJ/Ny Times were admin is promising customers Plus Ohio slowdown"  
[X Link](https://x.com/Alex_Intel_/status/1979926610766618676) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-19T15:04Z 1100 followers, XXX engagements


"@magicsilicon Honestly you should go on his podcast for semiconductor manufacturing"  
[X Link](https://x.com/Alex_Intel_/status/1980069242834952600) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-20T00:31Z 1100 followers, XXX engagements


"The market rn Wait what Intel 18A yields are very good. 18AP (4Q26 Node) with a 8-10% uplift means it's in X% deficit to N2P (3Q26 Node) Intel is half node off in performance and X quarter off vs TSMC But anyway Intel sucks it's 10nm all over again. 'Struggling' $INTC"  
[X Link](https://x.com/Alex_Intel_/status/1976642866584961081) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-10T13:35Z 1100 followers, 11K engagements


"Someone is getting forced liquidated AH on $INTC IMO We had big swoon on April 2nd. Intel is now a SOE US company If Intel gets targeted by china. Lip-Bu calls Trump and says we don't have funds for foundry. Trump calls up fabless and finally gets foundry deal across the line"  
[X Link](https://x.com/Alex_Intel_/status/1976763288496357637) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-10T21:34Z 1100 followers, 6200 engagements


"People don't remember but Q1 call Vivek (BofA) decided to use his question as a rant that Intel was still pursuing Foundry. Almost to the point of implying Lip-Bu was a moron for it 🤡 Analysts continue to underestimate power and the will of the administration to reshore $INTC"  
[X Link](https://x.com/Alex_Intel_/status/1977700013770727747) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-13T11:36Z 1100 followers, 7717 engagements


"Lip-Bu to Sam Altman rn Let's do XX gigawatts of ASIC production out of Intel Ohio $INTC @magicsilicon"  
[X Link](https://x.com/Alex_Intel_/status/1979188055958266045) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-17T14:09Z 1100 followers, 11.1K engagements


"@diamondrapids R&D running 24/7 doesn't even make alot of sense unless you have nearly unlimited fab space (no one does) Some PhD engineer has an idea he gets his time on a machine. He might suggest different parameter tweaking. You are unlikely to get your wafer back to test immediately"  
[X Link](https://x.com/Alex_Intel_/status/1979906755376140400) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-19T13:45Z 1100 followers, XXX engagements


"Early part of the clip Trump talks about Semiconductor tariffs Just announce policy please Thank you for your attention on this matter"  
[X Link](https://x.com/Alex_Intel_/status/1979924406194286666) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-19T14:55Z 1100 followers, 2338 engagements


"@diamondrapids @RapidResponse47 @POTUS I've always said Lutnick is the important one here Cuz Trump doesn't really understand industry much"  
[X Link](https://x.com/Alex_Intel_/status/1979924613229433297) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-19T14:56Z 1100 followers, XXX engagements


"@diamondrapids @beefcubee @RapidResponse47 @POTUS Lutnick is the guy who wanted a stake early in administration They seem to be wrapping up pharma deals (lead by HHS RFK) So Lutnick will feel some pressure to get deals himself. So he gets a cool presser. This is related to 1:1 WSJ article. Probably in negotiations rn"  
[X Link](https://x.com/Alex_Intel_/status/1979925787336638486) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-19T15:01Z 1100 followers, XXX engagements


"@magicsilicon @dwarkesh_sp I went to one of his live events in SF. Nice guy who else can get him a tour of R&D or HVM fab lol"  
[X Link](https://x.com/Alex_Intel_/status/1980071125091844153) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-20T00:38Z 1100 followers, XXX engagements


"@diyas_1989 Commerce was spinning up new rules that was not related to negotiations. Notice that Lutnick has never gone to trade talks in EU Bureaucracy their just comes up with new stuff and pushes it out. Probably didn't even tell Greer or Bessent about it. auto pilot rule making"  
[X Link](https://x.com/Alex_Intel_/status/1980110212511170774) [@Alex_Intel_](/creator/x/Alex_Intel_) 2025-10-20T03:13Z 1100 followers, XXX engagements