$Intel(INTC)$ It was great to hear from lip bu at CSCO. I wish we could hear more, but on the other hand, I'd rather his time was spent working on the business. He is incredibly respected within the industry, and I couldn't be happier with him at the helm. He will get it done.
$Intel(INTC)$ MediaTek has a pre-existing collaboration with Intel Foundry Services. This provides a foundation for scaling to a multi-billion-dollar commitment. Intel's 18A-P and 14A process node, optimized with high-density, low-leakage standard cell libraries for mobile applications, aligns well with MediaTek's focus on mid-range and value smartphone SoCs. Given the duration of their collaboration and Intel's recent 18A-P and focus on 14A tape-outs, MediaTek may have had some influence on the design.
$Intel(INTC)$ is becoming the political default US foundry. Regardless of pure tech performance. US government pressure forces American companies to multi-source. $Intel(INTC)$ is the only scaled US-based alternative to TSM. Defense, AI, cloud, and government-linked workloads will increasingly route to INTC. That creates a structural demand floor, even if yields lag initially.
Given all the headwinds the company faces, $Intel(INTC)$ stock remains undervalued and cheap compared to its peers. Investors are purchasing based on long-term growth potential.
$Intel(INTC)$ 's Panther Lake beats $Apple(AAPL)$ M5. Never thought I'd see such a headline. Panther Lake is on fire as reviewers test it. This is the best all-round CPU for everyday multitasking, thin and light gaming on a notebook, and long battery life.