# ![@Alex_Intel_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2156030786.png) @Alex_Intel_ Alex

Alex posts on X about $googl, ai, samsung, dram the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2156030786/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2156030786/c:line/m:interactions.svg)

- [--] Week [-------] +172%
- [--] Month [---------] +23%
- [--] Months [---------] +680%
- [--] Year [---------] +9,546%

### Mentions: [--] [#](/creator/twitter::2156030786/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2156030786/c:line/m:posts_active.svg)

- [--] Months [---] +56%
- [--] Year [-----] +2,266%

### Followers: [-----] [#](/creator/twitter::2156030786/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2156030786/c:line/m:followers.svg)

- [--] Week [-----] +2.10%
- [--] Month [-----] +18%
- [--] Months [-----] +265%
- [--] Year [-----] +2,096%

### CreatorRank: [-------] [#](/creator/twitter::2156030786/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2156030786/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  31.09% [stocks](/list/stocks)  29.41% [countries](/list/countries)  6.72% [finance](/list/finance)  6.72% [celebrities](/list/celebrities)  5.04% [currencies](/list/currencies)  4.2% [fashion brands](/list/fashion-brands)  1.68% [social networks](/list/social-networks)  1.68% [automotive brands](/list/automotive-brands)  0.84% [events](/list/events)  0.84%

**Social topic influence**
[$googl](/topic/$googl) #2604, [ai](/topic/ai) 5.88%, [samsung](/topic/samsung) #1896, [dram](/topic/dram) 4.2%, [apple](/topic/apple) 4.2%, [ip](/topic/ip) #148, [open ai](/topic/open-ai) 3.36%, [we are](/topic/we-are) 3.36%, [products](/topic/products) 3.36%, [ibm](/topic/ibm) #44

**Top accounts mentioned or mentioned by**
[@jukan05](/creator/undefined) [@dreadybear](/creator/undefined) [@tdevilfish](/creator/undefined) [@aratavittorio](/creator/undefined) [@insaneanalyst](/creator/undefined) [@xyang2023](/creator/undefined) [@paulleung71287](/creator/undefined) [@mch2024](/creator/undefined) [@tbu12345678](/creator/undefined) [@pythiar](/creator/undefined) [@sirmo](/creator/undefined) [@steakandchickn](/creator/undefined) [@zephyrz9](/creator/undefined) [@intelpromultra](/creator/undefined) [@benitoz](/creator/undefined) [@arronwei3n](/creator/undefined) [@himotheebuckets](/creator/undefined) [@tameram48431889](/creator/undefined) [@cousingraig](/creator/undefined) [@d_k_rajasekar](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [IBM (IBM)](/topic/ibm) [Intel Corporation (INTC)](/topic/$intc) [Morgan Stanley (MS)](/topic/morgan-stanley) [Advanced Micro Devices (AMD)](/topic/$amd) [Texas Instruments (TXN)](/topic/texas-instruments) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TBU12345678 Does AMD undo the whole openai move like Oracle It's openai can't pay Oracle for cloud contracts. How are they going to pay for AMD chips"  
[X Link](https://x.com/Alex_Intel_/status/1991884695010000940)  2025-11-21T15:01Z [----] followers, [----] engagements


"Intel should buy Global Foundries just for the clean room space to revive Optane Consolidate legacy wafer business into less fabs. Cut production and raise prices on that Use PDK and foundry team to help out. Maybe JV a Fab with Micron to supply DRAM and HBM directly for IFS"  
[X Link](https://x.com/Alex_Intel_/status/2014363145201230001)  2026-01-22T15:42Z [----] followers, 18.4K engagements


"@insane_analyst Where is the doom and gloom headlines Intel gets Qualcomm is negative over [--] years. Their PC biz is dead Data center CPU is gonna be dead AI chip is a joke Auto biz will get murdered when China replaces them Apple modem is good Samsung seems to have a semi functional node"  
[X Link](https://x.com/Alex_Intel_/status/2016932957949452634)  2026-01-29T17:54Z [----] followers, [---] engagements


"@jukan05 @arnie_hacker That's why we have HBO"  
[X Link](https://x.com/Alex_Intel_/status/2017041723625754948)  2026-01-30T01:06Z [----] followers, [----] 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


"" The ChatGPT makers search for GPU alternatives since last year focused on companies building chips with large amounts of memory embedded in the same piece of silicon as the rest of the chip called SRAM" https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/ LPU SRAM Wars [----] Starts Now https://t.co/3T5Ma7Svpa https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/ LPU SRAM Wars [----] Starts Now https://t.co/3T5Ma7Svpa"  
[X Link](https://x.com/Alex_Intel_/status/2018440700002767209)  2026-02-02T21:45Z [----] followers, 59.4K engagements


"Reverse UNO I do wonder who will make the underlying DRAM itself. But great news the new bonding technique seems to work $INTC Expect Intel to run on this news: SoftBank has signed an agreement with Intel to advance commercialization of Z-Angle Memory (ZAM) a next-generation memory technology designed for high capacity high bandwidth and low power consumption. https://t.co/5tYNj8gmaJ https://t.co/JfVzYt0But $INTC Expect Intel to run on this news: SoftBank has signed an agreement with Intel to advance commercialization of Z-Angle Memory (ZAM) a next-generation memory technology designed for"  
[X Link](https://x.com/Alex_Intel_/status/2018495552850362602)  2026-02-03T01:23Z [----] followers, 11K engagements


"The cross-section of an NGDB test assembly above illustrates the unconventional assembly. Eight wafers containing the novel NGDB DRAM architecture are vertically bonded on a base wafer and connected using an alternative via-in-one construct. Reverse UNO I do wonder who will make the underlying DRAM itself. But great news the new bonding technique seems to work https://t.co/yYqjggH7CP Reverse UNO I do wonder who will make the underlying DRAM itself. But great news the new bonding technique seems to work https://t.co/yYqjggH7CP"  
[X Link](https://x.com/Alex_Intel_/status/2018530523296223673)  2026-02-03T03:42Z [----] followers, [----] engagements


"Lip-Bu Tan on 18A "Couple customers have knocked on our door saying our 18A is doing well. We want to be apart of that""  
[X Link](https://x.com/Alex_Intel_/status/2018744962679226878)  2026-02-03T17:54Z [----] followers, 17.9K engagements


"Lip-Bu sounded the most upbeat on Foundry that I've heard since he the took the role tbh Maybe Israel will be 18AP Lip-Bu Tan on 18A "Couple customers have knocked on our door saying our 18A is doing well. We want to be apart of that" Lip-Bu Tan on 18A "Couple customers have knocked on our door saying our 18A is doing well. We want to be apart of that""  
[X Link](https://x.com/Alex_Intel_/status/2018750562230288460)  2026-02-03T18:16Z [----] followers, [----] engagements


"@drdomicile @CostaV02 I do think that's for the external version We will get more details about it during foundry event. Intel knows market is a little sensitive around internal nodes. But makes no sense why Intel shouldn't front run foundry customers tbh"  
[X Link](https://x.com/Alex_Intel_/status/2018790873375682718)  2026-02-03T20:57Z [----] followers, [---] engagements


""AMD will benefit more than Intel from the CPU shortage cause TSMC can get them supply" Let's close the door on that narrative"  
[X Link](https://x.com/Alex_Intel_/status/2018810396472426507)  2026-02-03T22:14Z [----] followers, [----] engagements


"@insane_analyst cough cough"  
[X Link](https://x.com/Alex_Intel_/status/2018812190955090283)  2026-02-03T22:21Z [----] 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


"@D_K_Rajasekar @DreadyBear They are shifting but they still guided Q1 down. Intel said if they had supply it would actually be QoQ growth"  
[X Link](https://x.com/Alex_Intel_/status/2018845727242551299)  2026-02-04T00:35Z [----] followers, [--] engagements


"@yzhang390 Nah nobody has supply AMD is shifting from client to DC. But it's sorta a fixed pie and AMD desktop client has fantastic margins"  
[X Link](https://x.com/Alex_Intel_/status/2018847287984955880)  2026-02-04T00:41Z [----] 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


"@jukan05 based"  
[X Link](https://x.com/Alex_Intel_/status/2018860234215948309)  2026-02-04T01:32Z [----] followers, [----] engagements


"@sirmo Sequential rev guide down with plenty of supply"  
[X Link](https://x.com/Alex_Intel_/status/2018860813352915409)  2026-02-04T01:35Z [----] followers, [---] engagements


"@benitoz @jukan05 AWS limited for Claude at my company (across the US)"  
[X Link](https://x.com/Alex_Intel_/status/2018861316124147925)  2026-02-04T01:37Z [----] followers, [---] engagements


"@sirmo Intel could have shipped $1-2B more in DC if they had supply so I don't buy the guide. they are shifting fixed supply around"  
[X Link](https://x.com/Alex_Intel_/status/2018863305121759437)  2026-02-04T01:44Z [----] followers, [---] engagements


"@Arronwei3n this was sorta new as well https://x.com/Alex_Intel_/status/2018744962679226878s=20 Lip-Bu Tan on 18A "Couple customers have knocked on our door saying our 18A is doing well. We want to be apart of that" https://x.com/Alex_Intel_/status/2018744962679226878s=20 Lip-Bu Tan on 18A "Couple customers have knocked on our door saying our 18A is doing well. We want to be apart of that""  
[X Link](https://x.com/Alex_Intel_/status/2018872671669539093)  2026-02-04T02:22Z [----] followers, [---] engagements


"@SteakandChickn Notice highlighted box https://x.com/Alex_Intel_/status/2018790873375682718s=20 @drdomicile @CostaV02 I do think that's for the external version We will get more details about it during foundry event. Intel knows market is a little sensitive around internal nodes. But makes no sense why Intel shouldn't front run foundry customers tbh https://x.com/Alex_Intel_/status/2018790873375682718s=20 @drdomicile @CostaV02 I do think that's for the external version We will get more details about it during foundry event. Intel knows market is a little sensitive around internal nodes. But"  
[X Link](https://x.com/Alex_Intel_/status/2018894648828383659)  2026-02-04T03:49Z [----] followers, [---] engagements


"🐐 Q: So Intel is gonna build GPUs CPUs have their own foundries to build them and going to have foundries to build at scale for other manufacturers and will make sure you partner with other GPU providers LBT: Thats right. $INTC 🔥 https://t.co/8q0pA8gYAk Q: So Intel is gonna build GPUs CPUs have their own foundries to build them and going to have foundries to build at scale for other manufacturers and will make sure you partner with other GPU providers LBT: Thats right. $INTC 🔥 https://t.co/8q0pA8gYAk"  
[X Link](https://x.com/Alex_Intel_/status/2019047036973384098)  2026-02-04T13:55Z [----] followers, [----] engagements


"@insane_analyst This is more about positioning into the print IMO. If Apple can't get enough 3nm. Then AMD certainly has to wait for their 2nm products to ramp for rev upside"  
[X Link](https://x.com/Alex_Intel_/status/2019069909708230840)  2026-02-04T15:25Z [----] followers, [---] engagements


"@jt_martin Well didn't say in house. But you would think say who 'production' is"  
[X Link](https://x.com/Alex_Intel_/status/2019087352636010590)  2026-02-04T16:35Z [----] followers, [--] engagements


"Million wafer starts by [----] Lol New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more. https://t.co/dJ4dLluTMr New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more. https://t.co/dJ4dLluTMr"  
[X Link](https://x.com/Alex_Intel_/status/2019126696516235750)  2026-02-04T19:11Z [----] followers, [----] engagements


"@VcWabKDHN9OVdYq @SemiAnalysis_ They are covered by me https://open.substack.com/pub/alexintel/p/the-definitive-edition-analysis-ofutm_source=share&utm_medium=android&r=4dqzit https://open.substack.com/pub/alexintel/p/the-definitive-edition-analysis-ofutm_source=share&utm_medium=android&r=4dqzit"  
[X Link](https://x.com/Alex_Intel_/status/2019129078956323306)  2026-02-04T19:21Z [----] followers, [--] engagements


"AMD is fighting the US national champion in its core business For US manufacturing to work for the next few years Intel products has to do well. That's at the expense of AMD. At same time AMD's new growth business is fighting Nvidia GL Lisa Su and $AMD f**ked the entire semiconductor sector today. Its comical that a 56x [--] P/E business with a product that few really want who literally had to give away 10% of itself to OpenAI so they would buy its goods is somehow seen as a sector bellweather. Dumb. 😒 Lisa Su and $AMD f**ked the entire semiconductor sector today. Its comical that a 56x [--] P/E"  
[X Link](https://x.com/Alex_Intel_/status/2019132237770625318)  2026-02-04T19:33Z [----] followers, [----] engagements


"@insane_analyst The balls on this guy. He's gonna get canned https://x.com/cristianoamon/status/2019083838035579015s=20 Well report our Q1 FY26 earnings on today February 4th. I invite you to tune into the webcast at 1:45 PM PT for a closer look at our performance and outlook. https://x.com/cristianoamon/status/2019083838035579015s=20 Well report our Q1 FY26 earnings on today February 4th. I invite you to tune into the webcast at 1:45 PM PT for a closer look at our performance and outlook"  
[X Link](https://x.com/Alex_Intel_/status/2019155204059590772)  2026-02-04T21:04Z [----] followers, [----] engagements


"@fabknowledge Bezos gonna force Andy do the same"  
[X Link](https://x.com/Alex_Intel_/status/2019173550914171205)  2026-02-04T22:17Z [----] followers, [---] engagements


"@evrgn11112231 Why are people even asking about YouTube"  
[X Link](https://x.com/Alex_Intel_/status/2019175724507431273)  2026-02-04T22:26Z [----] followers, [---] engagements


"@buccocapital debt alot more debt"  
[X Link](https://x.com/Alex_Intel_/status/2019201772087328848)  2026-02-05T00:09Z [----] 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


"@jukan05 No But Nvidia is really removing supply from everything So there won't be that many notebooks. Only with top end GPU and the bin down People will be forced into it tbh"  
[X Link](https://x.com/Alex_Intel_/status/2019418292453274068)  2026-02-05T14:30Z [----] followers, [---] engagements


"Yawn Dwarkesh x Elon is out https://t.co/ygWlEdUAeo Dwarkesh x Elon is out https://t.co/ygWlEdUAeo"  
[X Link](https://x.com/Alex_Intel_/status/2019465378741522931)  2026-02-05T17:37Z [----] followers, [----] engagements


"@zephyr_z9 How big is CPU after reading that SemiAnalysis piece"  
[X Link](https://x.com/Alex_Intel_/status/2019508255081525322)  2026-02-05T20:27Z [----] followers, [----] engagements


"@M_Ersoni If you are doing a design right now. It's really late [--] and [----] really"  
[X Link](https://x.com/Alex_Intel_/status/2019529706014720421)  2026-02-05T21:52Z [----] 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


"@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


"@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


""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


"@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


"@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


"@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


"@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


"@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 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


"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


"@insane_analyst OMG Qualcomm is fucking dead"  
[X Link](https://x.com/Alex_Intel_/status/2019155022458810703)  2026-02-04T21:04Z [----] 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


"@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


"@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


"@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


"@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


"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


"@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


"@jukan05 What analyst wrote this note lmao"  
[X Link](https://x.com/Alex_Intel_/status/2013099632281219519)  2026-01-19T04:02Z [----] 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


"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


"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


"@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


"@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


"@Arronwei3n What about the broadcom Trainium"  
[X Link](https://x.com/Alex_Intel_/status/2021762270360219853)  2026-02-12T01:44Z [----] 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


"@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


"@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


"@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


"@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


"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


"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


"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


"@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


"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, 10.9K 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


"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


"@zephyr_z9 U might find this interesting"  
[X Link](https://x.com/Alex_Intel_/status/2021597002186777074)  2026-02-11T14:47Z [----] 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


"@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


"@zephyr_z9 Shin Etsu management"  
[X Link](https://x.com/Alex_Intel_/status/2021987398675222844)  2026-02-12T16:38Z [----] 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


"@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


"@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


"@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


"@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


"@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

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