$INTC CEO says $IONQ was his first quantum investment and he still owns half the position today. His view of the category is even bigger now by saying “quantum can be 10x bigger than AI” and calls the race for leadership a national-security priority.

$INTC $AMD $ARM I see a lot of people piling into the CPU trade as if it were something new. Dudes, I've been talking about agentic AI since the beginning of the year. I've owned CPU names like $ARM, $INTC and $AMD, not because they were popular, since memory and photonics were getting all the attention, but because from where I'm sitting, agentic AI is impossible to ignore. This is the one that's coming for your jobs, so be ready to use it well rather than be replaced by it. Meta's Muse is just the latest and most obvious iteration of what has been brewing since the start of the year. The lesson here is that you don't have to be in the hottest trend of the week. You just have to get the direction right for the next three years to come out ahead. Bullish on the AI buildout!

$INTC investors: $TSM’s Packaging Constraints Could Open Doors for $INTC’s EMIB-T TrendForce expects CoWoS-L to remain the mainstream AI chip packaging technology through 2028, citing its maturity and yield advantages. But larger interposers raise costs, and $TSM’s capacity constraints are pushing customers to consider $INTC’s alternatives. That gives EMIB-T a potential opening without requiring CoWoS-L to lose its lead. For chip designers adding more compute dies and HBM, packaging availability and cost could make a second supplier increasingly valuable. Sources

$INTC may not have a price edge over $TSM on $SKHY HBM base dies DIGITIMES Insight reported on Sept. 16 that Intel may not be able to undercut TSMC on HBM base dies for SK hynix. That follows earlier, unconfirmed reports that SK hynix is considering Intel Foundry as an additional source starting with HBM4E. SK hynix has pushed back on parts of those reports and has not confirmed its technology roadmap. So far, Intel looks like a possible second-source option, not a proven cheaper one. Until there is evidence of a meaningful price gap, the cost case for shifting base-die production away from TSMC is still unproven. Sources