u/TraditionNo1469

Former ASML CEO Eric Meurice is also on Intel's Board of Directors

If Lup Bu made it to the NBA that would be his nickname.

Rough week. Fast money is good, shame the streak broke

Intel made a bunch of people riding the train paid AF/millionaires the last ~6 weeks

Likely to have explosive growth again (repeatedly plz), and make a new set of paid AF/millionaires to get on and off the train

Just enjoying the ride, the view, and watching people come and go. My stop is still a long ways off, curious where we go..

Hadn't seen these before

Lip Bu demonstrating price action at Intel's latest town hall 😅

Again sorry for the crappy formatting.

Intel or Samsung. Still voting Intel.

Will be curious what kind the LTAs look like when/if they start dropping. Seems like the chiplet type architecture could be friendly to more multi-foundry production setups if the packaging can be sorted out effectively. Kind of like an easy out for dual sourcing away from TSMC.

Sorry for the crappy markup. Contents are good tho. Looking to buy long long term certainty and capacity. All that capex too.

💪

Had a stint at Rain AI between positions. Worked as a Principal ASIC Engineer on Amazon Kuiper also.

Looking forward to seeing how our partnership with Elon plays out. Hopeful it will be much more than the market is currently giving credit for.

Marvell evaluating Intel's advanced packaging was reported on last November with Mediatek, but shows strong promise of materializing between these jobs and the ISIG 2026 panel in the third photo.

Marvell's has several packaging jobs similar to this listed for their Chandler AZ office. TSMC will not open in north Phoenix on packaging in 2029 iirc?

Sorry for the poor photo formatting. Not sure the best way to compress this stuff down from a phone.

https://marvell.wd1.myworkdayjobs.com/en-US/MarvellCareers?State\_Region\_Province=c7b20b0d4bc04711a00900569e9afabd

Good to see some movement here.

Hope that's not offensive, putting a more rank and file person's info out there. LinkedIn is public facing though, and Intel has been doing well. Perhaps Andreas will get a few more applications :)

Curious they have EMIB specifically called out in their posting.