$Intel(INTC)$ $Advanced Micro

$Intel(INTC)$ $Advanced Micro Devices(AMD)$ Ultimately I think by 2030 Intel is right there for the biggest player in this space especially with foundry coming online end of this year and ramping up through 25/26. They literally bought every single high-NA machine ASML produced in 2024. ASML won’t have new machines ready until EOY 25’. Now whether or not customers see a benefit over the regular EUV’s remains to be seen but they gave themselves a year head start over everyone else with this tech. Everything is lining up for 18a to be best in class by a noticeable margin. AMD won’t have similar tech at meaningful production capacity until 26/27. Microsoft clearly believes in 18a. Ditto for Amazon. Department of defence will be joined at the hip. It won’t be tomorrow but it’s coming.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Lio23
10-07
Lio23
I agree with you. It might be a slightly longer play but once the foundry is fully setup, we will be looking at a different Intel. Right now its just a wait game

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":357147608989792,"tweetId":"357147608989792","gmtCreate":1728217354348,"gmtModify":1728217359309,"author":{"id":3479274814607757,"idStr":"3479274814607757","authorId":3479274814607757,"authorIdStr":"3479274814607757","name":"snuggix","avatar":"https://static.tigerbbs.com/4ef297533aecf0ca9678e827319cd033","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":34,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> Ultimately I think by 2030 Intel is right there for the biggest player in this space especially with foundry coming online end of this year and ramping up through 25/26. They literally bought every single high-NA machine ASML produced in 2024. ASML won’t have new machines ready until EOY 25’. Now whether or not customers see a benefit over the regular EUV’s remains to be seen but they gave themselves a year head start over everyone else with this tech. Everything is lining up for 18a to be best in class by a noticeable margin. AMD won’t have similar tech at meaningful production capacity until 26/27. Microsoft clearly believes in 18a. Ditto for Amazon. Department of defence will be joined at the hip. It won’t be tomorrow but it’s coming.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>  <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> Ultimately I think by 2030 Intel is right there for the biggest player in this space especially with foundry coming online end of this year and ramping up through 25/26. They literally bought every single high-NA machine ASML produced in 2024. ASML won’t have new machines ready until EOY 25’. Now whether or not customers see a benefit over the regular EUV’s remains to be seen but they gave themselves a year head start over everyone else with this tech. Everything is lining up for 18a to be best in class by a noticeable margin. AMD won’t have similar tech at meaningful production capacity until 26/27. Microsoft clearly believes in 18a. Ditto for Amazon. Department of defence will be joined at the hip. It won’t be tomorrow but it’s coming.</p></body></html>","text":"$Intel(INTC)$ $Advanced Micro Devices(AMD)$ Ultimately I think by 2030 Intel is right there for the biggest player in this space especially with foundry coming online end of this year and ramping up through 25/26. They literally bought every single high-NA machine ASML produced in 2024. ASML won’t have new machines ready until EOY 25’. Now whether or not customers see a benefit over the regular EUV’s remains to be seen but they gave themselves a year head start over everyone else with this tech. Everything is lining up for 18a to be best in class by a noticeable margin. AMD won’t have similar tech at meaningful production capacity until 26/27. Microsoft clearly believes in 18a. Ditto for Amazon. Department of defence will be joined at the hip. It won’t be tomorrow but it’s coming.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/357147608989792","repostId":0,"isVote":1,"tweetType":1,"viewCount":747,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":658,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":357492235624576,"commentId":"357492235624576","gmtCreate":1728287929999,"gmtModify":1728287934699,"authorId":3576111671550713,"author":{"id":3576111671550713,"idStr":"3576111671550713","authorId":3576111671550713,"name":"Lio23","avatar":"https://static.tigerbbs.com/b6135851ddbd7ec6027deecfbe758d41","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":357147608989792,"objectIdStr":"357147608989792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I agree with you. It might be a slightly longer play but once the foundry is fully setup, we will be looking at a different Intel. Right now its just a wait game ","text":"I agree with you. It might be a slightly longer play but once the foundry is fully setup, we will be looking at a different Intel. Right now its just a wait game ","html":"I agree with you. It might be a slightly longer play but once the foundry is fully setup, we will be looking at a different Intel. Right now its just a wait game ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/357147608989792"}