https://wccftech.com/base-iphone-18-with-a20-soc-to-be-made-using-intel-18a-process/
Tata has been working with Intel on packaging.:
https://x.com/jukan05/status/2073682227586818371
"If Intel’s strategic shift succeeds, it could overturn the balance of power against TSMC."
No words needed! Semis took a hit last week and rebound is sure to happen next week! It is already showing strength! Thoughts? Your targets? Top for next week?
Not investment advice be sure to do your own research.
Intel is in possession of the greatest strategic moat on the planet.
This isn't a debate about Intel vs AMD, or Intel vs Nvidia or Intel vs TSMC.
There is no debate to be had because there is no competition.
That is how vast Intel's moat is.
Every rocket company.
Every Defense company.
Every satellite company.
Every data center company.
Any company who uses technology that can be deemed as critical to the United States infastructure/safety/defense will in some way or another use Intel's manufacturing process, because for national security reasons they must.
Rumors of Google and Apple using Intel are just the beginning.
Every company reliant on TSMC knows that China is at their doorstep. We can only hope that when this does come to pass it will be through diplomacy and not war but it is here.
Our intelligence agencies went as far as to brief Tim Cook, the CEO of Apple, many years ago that by 2027 they believed China would attempt to take Taiwan. Trump told Jensen, the CEO of Nvidia that when he speaks to Xi about Taiwan that Xi begins to breath heavily (lol).
This is why the government took a stake in Intel. Because if, God forbid, China does decide to move on Taiwan, Intel's success as a foundry may be the only thing that could prevent a direct China/US confrontation. And this is why Senators and our congress have pushed companies to move their supply chains onshore.
I do not know what the price of the stock will be next week or next year but as long as this thesis holds Intel will be, in my opinion, the most precious company on American soil.
https://x.com/jukan05/status/2072800306812145733
Unfortunately US markets are closed today. But in other markets Intel is already up 3% (108,5€, roughly 124$)
Looks like support around $113 (AVWAP and 50 day MA)
Resistance around $124-125 (AVWAP and 20 day MA)
Next Resistance around $136 (AVWAP)
Final resistance on chart $142.36 (start of a new high…)
Let’s hope for some good news and tweets over the next few weeks into earnings.
Genuine question
I’ve been following Intelstock sub for a while now and I’m also invested because of the rally , but I still don’t fully understand why Intel is supposed to be so much better than TSMC, AMD, Nvidia, etc. Sure, the US is trying to bring chip manufacturing back to America, but is that really all there is to it? Please enlighten me, thanks.
