It is not easy to build a fab

It is not easy to build a fab with advance technology. With a long history & established fab knowledge, and the support from US gov, Intel is poss to win more orders for it's foundry. They are one of the best foundry besides TSM. More orders will come as they are pushed by tariff to use these local facilities to escape taxes. And with the new CEO Lip-Bu Tan since March 2025, i am hopeful to see better execution from him.

Intel Beats Sales! Above $40, Smooth Sailing Ahead?

Intel reported better-than-expected third-quarter sales, signaling that demand for its core x86 processors for PCs has recovered.Revenue: $13.65 billion versus $13.14 billion estimated EPS: 23 cents, adjusted, not comparable to analyst estimates The report is Intel’s first since the U.S. government became the company’s top shareholder in August with a 10% stake.

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