𝗜𝗻𝘁𝗲𝗹 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀: 𝗔𝗜 𝗮𝗻𝗱 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗗𝗲𝗺𝗮𝗻𝗱 𝗗𝗿𝗶𝘃𝗲 𝟮𝟭% 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 @intel 𝗋𝖾𝗉𝗈𝗋𝗍𝖾𝖽 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 $𝟣𝟨.𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗎𝗉 𝟤𝟣% 𝖸𝗈𝖸, 𝗐𝗂𝗍𝗁 𝖣𝖺𝗍𝖺 𝖢𝖾𝗇𝗍𝖾𝗋 & 𝖠𝖨 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝗂𝗇𝗀 𝗂𝗍𝗌 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗌𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝟣𝟧 𝗒𝖾𝖺𝗋𝗌. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌, 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝖾𝗋 𝖯𝖢 𝖽𝖾𝗆𝖺𝗇𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗍𝗈 𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝖼𝗈𝗆𝗉𝖺𝗇𝗒'𝗌 𝗇𝖾𝖺𝗋-𝗍𝖾𝗋𝗆 𝗈𝗎𝗍𝗅𝗈𝗈𝗄. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 & 𝗔𝗜 𝗹𝗲𝗮𝗱𝘀 𝗴𝗿𝗼𝘄𝘁𝗵: 𝖱𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗎𝗋𝗀𝖾𝖽 𝟩𝟪% 𝖸𝗈𝖸 𝗍𝗈 $𝟩.𝟥 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝗌𝖾𝗋𝗏𝖾𝗋 𝖢𝖯𝖴 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗐𝗂𝗍𝗁 𝖦𝗋𝖺𝗇𝗂𝗍𝖾 𝖱𝖺𝗉𝗂𝖽𝗌 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖺𝗌 𝖨𝗇𝗍𝖾𝗅'𝗌 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝗌𝖾𝗋𝗏𝖾𝗋 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝖿𝖺𝗆𝗂𝗅𝗒. • 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗴𝗮𝗶𝗻𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺: 𝖨𝗇𝗍𝖾𝗅 𝖥𝗈𝗎𝗇𝖽𝗋𝗒 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝖾𝗐 𝟧𝟪% 𝖸𝗈𝖸 𝗍𝗈 $𝟨.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗁𝗂𝗀𝗁𝖾𝗋 𝖨𝗇𝗍𝖾𝗅 𝟥 𝖺𝗇𝖽 𝟣𝟪𝖠 𝗏𝗈𝗅𝗎𝗆𝖾𝗌. 𝖨𝗆𝗉𝗋𝗈𝗏𝗂𝗇𝗀 𝗒𝗂𝖾𝗅𝖽𝗌 𝖺𝗇𝖽 𝗅𝗈𝗐𝖾𝗋 𝗐𝖺𝖿𝖾𝗋 𝖼𝗈𝗌𝗍𝗌 𝗌𝗂𝗀𝗇𝖺𝗅 𝗉𝗋𝗈𝗀𝗋𝖾𝗌𝗌. • 𝗖𝗹𝗶𝗲𝗻𝘁 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 𝗳𝗮𝗰𝗲𝘀 𝗵𝗲𝗮𝗱𝘄𝗶𝗻𝗱𝘀: 𝖱𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟧% 𝖸𝗈𝖸 𝗍𝗈 $𝟪.𝟣 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖺𝗌 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌 𝖺𝗇𝖽 𝖼𝖺𝗎𝗍𝗂𝗈𝗎𝗌 𝖨𝖳 𝗌𝗉𝖾𝗇𝖽𝗂𝗇𝗀 𝗐𝖾𝗂𝗀𝗁𝖾𝖽 𝗈𝗇 𝖯𝖢 𝖽𝖾𝗆𝖺𝗇𝖽, 𝖽𝖾𝗌𝗉𝗂𝗍𝖾 𝟥𝟧% 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝖠𝖨 𝖯𝖢 𝗋𝖾𝗏𝖾𝗇𝗎𝖾. 𝗪𝗮𝗻𝘁 𝗱𝗲𝗲𝗽𝗲𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻𝘁𝗼 𝗳𝗼𝘂𝗻𝗱𝗿𝘆 𝗿𝗼𝗮𝗱𝗺𝗮𝗽 𝗮𝗻𝗱 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗽𝗿𝗼𝗴𝗿𝗲𝘀𝘀? 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗥𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: 𝗚𝗲𝘁 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝗱𝗮𝘁𝗮 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗳𝗼𝘂𝗻𝗱𝗿𝘆 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝗻 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗣𝘂𝗿𝗲 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗮𝗿𝗲: 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗱𝗮𝘁𝗮 𝗽𝗮𝗴𝗲. #Intel# #IntelEarnings# #Semiconductors# #AI# #DataCenter# #IntelFoundry# #ChipManufacturing# #ArtificialIntelligence# $INTC

Samsung Foundry has raised chip manufacturing prices up to 15% amid a spike in demand, Reuters reports. -Samsung's SF4 (4nm) node prices rose 10%-15% in July, over June, for US & China clients. -The SF4 line at its Pyeongtaek plant has been full since late last year. -Demand from China particularly strong $SSNLF $TSM $INTC #Samsung# #semiconductors#

NVIDIA UNVEILS AI TOOLS TO TRANSFORM CHIP MANUFACTURING Nvidia ($NVDA ) is launching new CUDA-X AI tools to accelerate semiconductor design, manufacturing and factory automation. Major companies, including Synopsys, Cadence, Applied Materials, Lam Research and KLA, are adopting the technology, with Nvidia reporting speed improvements of up to 50x in selected workflows. The bigger picture: Nvidia is expanding beyond powering AI data centers to using AI to transform how semiconductors themselves are designed and manufactured.

ARK says Elon Musk may eventually need about $1T in chip manufacturing investment for SpaceX ($SPCX) and Tesla ($TSLA) AI ambitions. The estimate centers on Terafab, Musk’s planned Texas chip complex, as AI spacecraft and Optimus demand scale.

Tesla + NVIDIA are backing a massive $2.8 BILLION expansion of Samsung Electro-Mechanics' advanced chip manufacturing supply chain in South Korea The investment will expand production of advanced FC-BGA substrates used in high-performance SI chips The reported breakdown: • Tesla: ~1.1 trillion won investment • NVIDIA: ~2.6 trillion won investment • Tesla: Five-year supply agreement from 2029–2033 • New production capacity in South Korea And these are critical components for the advanced chips needed to power autonomous vehicles, Optimus robots and massive SI computing infrastructure Tesla is moving deeper into the physical infrastructure required to scale autonomy, Optimus and SI at an extraordinary scale