Intel’s product cycle and 14A interest are real $INTC 14A datapoints have been better than expected. Every large US customer they list, Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm, is evaluating the node. TSMC is sold out through 2028, so customers want a second source plus US onshore capacity. Datacenter Agentic-AI server demand is real and supply-constrained into 2029–30. That is why DCG can still grow high-teens

Samsung Securities: Key Terafab Beneficiaries Terafab initially plans to leverage Intel's 14A process technology and supply chain, as a result, these global and domestic equipment vendors are positioned as key early beneficiaries. $ASML $AMAT $LRCX $KLAC $INTC $SPCX

For $INTC investors: $NVDA among eight tech firms reportedly evaluating $INTC’s 14A Economic Daily News says eight major tech companies are seeking alternatives to $TSM’s constrained capacity. The article reports planned pilot production in Q2 2027 and volume production in Q1 2028. The opening for $INTC is clear: customers need another source of advanced chips. Converting that interest into production orders would give its foundry business a broader customer base. Sources

Heading into #DAC2026#? Visit us at booth #830# to learn more about Intel 14A, Intel 18A-P, EMIB-T, and Foveros technologies. From advanced process technologies to industry-leading packaging, Intel Foundry is helping customers bring the next generation of computing to life. #IntelFoundry#

Source: Intel has promised to deliver SpaceX and Apple a toolkit this fall to test its 14A node before they make final commitments to produce chips with Intel (@trippmickle / New York Times) (Visit Techmeme dot com for the link and full context!)

GAME 3 SHIFTS TO THE LAND ⚔️ Jalen Brunson (19p, 14a) and Josh Hart (26p) powered NYK to 9 consecutive Playoff wins and a 2-0 series lead. Tonight, the Knicks look to become the 10th team in NBA history to win 10 straight games in a single postseason, while Donovan Mitchell and the Cavs look to get on the board at home. 📺8:00pm/et on ABC NBA Conference Finals presented by @Google

Meta’s Muse is reigniting the CPU trade. $TSM’s CoWoS bottleneck is opening a window for Intel’s EMIB-T. Liwei and @regularwang break down the technology behind Intel’s all-in-one AI play, from CPUs and EMIB-T to 14A and optical I/O.