Intel Stock continues to rise. I’m very proud of that Company in that I am responsible for making the United States of America over 30 Billion Dollars in the last 90 days on that stock alone. There are others that, likewise, I have been very successful with by taking pieces of the Equity for support. Congratulations to Intel on doing such a great job and, more importantly, congratulations to the People of the United States for making such a good investment! President DONALD J. TRUMP ( TS: Apr 29 2026, 6:20 PM ET )

US intel secretly flagged major 2020 election vulnerabilities, including voter data, memo: (TS: 21 Apr 23:17 ET)​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​​​‌‍​​​​​‌‍​​​​​​​‌‍​​‌‍​​​​​​​​​​‌‍​​‌‍​​​​​​​​​​‌‍​​​​​‌‍​‌‍​​​​​​​​​‌‍​​‌‍​​‌‍​​​​‌‍​​​​​​​​‌‍

Some quick thoughts on Intel's EMIB-T packaging for the new 2H27 Google TPU (Humufish). Based on my industry checks: 【How to read EMIB-T's 90% yield?】 1. Given Intel's track record running EMIB in mass production, hitting 90% technology validation yield on EMIB-T (still under development) is a very positive but reasonable data point. 2. Intel benchmarks EMIB production/assembly yield against FCBGA. Industry FCBGA yield today is generally above 98%. 3. On yield, getting from 90% to 98% is harder than getting from project kickoff to 90%. And technology validation yield ≠ final production yield, especially with some Humufish specs still unfinalized. So long-term, I'm positive on Intel's advanced packaging story. Near to mid-term, I'm staying cautious on how they get there. 【From 90% to 98%. Looks like just a few points. Does Google care? Absolutely】 1. Google recently asked TSMC how much it could save by placing wafer orders for Humufish's main compute die (designed in-house by Google) directly, rather than routing them through MediaTek. 2. Google and MediaTek have run a semi-COT model since day one (8t). MediaTek's mark-up sits mostly on the parts it designs itself, so whether Google places the wafer orders for main compute die directly isn't a key swing factor for MediaTek's earnings trajectory. 3. But Google even probing whether it can squeeze out the pass-through mark-up on wafer orders tells you something: Google has shifted from easygoing buyer to hard-nosed on cost. The reason is simple: to take on Nvidia head-on, cost is Google's edge, which makes EMIB-T production yield Google's problem to solve. For context, TSMC's yield target on 5.5-reticle CoWoS in 2026 also starts at 98%. 【TSMC's position】 1. My understanding is TSMC is still working out how much advanced-node capacity to allocate to Humufish in 2H27, for two reasons: (1) it still wants the back-end packaging orders, though looks unlikely for now, and that's by design on Google's part; and (2) it's still gauging actual back-end output from EMIB-T, to avoid misallocating scarce advanced-node capacity. 2. Humufish's effective back-end output hinges on both EMIB-T and substrates, and both need to be tracked together. 3. On the Humufish semi-COT model, TSMC also prefers MediaTek to place the wafer orders for the main compute die. Beyond the close working relationship, the key point is MediaTek is TSMC's third-largest advanced-node customer in 2025. If TPU orders shift, MediaTek's scale makes it a natural buffer for TSMC to rebalance its wafer allocation mix.

💻 The first laptops powered by #Intel’s# “Wildcat Lake” Core Series 300, reportedly built on 18A, are nearing launch. Could they challenge #Apple’s# MacBook Neo in the entry-level PC market?💡More: 🔗

Trump says the U.S. government’s $INTC stake is up $45B. In Aug 2025, it bought 433.3M Intel shares at $20.47 (9.9% stake, ~$8.9B). With Intel now at $97, the position has surged in value. If Apple moves forward with Intel and Samsung for chips, returns could approach $100B.

Is your SOC ready for machine-speed threats? 🤖 Frontier AI models are being used autonomously to exploit vulnerabilities in minutes. Reclaim the AI advantage with @Unit42_Intel's new Frontier AI Defense. - Surface Hidden Risk - Build Resilience - Transform Security

𝗗𝗼𝗻𝗮𝗹𝗱 𝗝. 𝗧𝗿𝘂𝗺𝗽 𝗧𝗿𝘂𝘁𝗵 𝗦𝗼𝗰𝗶𝗮𝗹 𝗣𝗼𝘀𝘁 𝗼𝗻 𝗜𝗻𝘁𝗲𝗹 𝗦𝘁𝗼𝗰𝗸 𝗕𝗲𝗹𝗼𝘄 - 𝟬𝟲:𝟮𝟬 𝗣𝗠 𝗘𝗦𝗧 𝟬𝟰.𝟮𝟵.𝟮𝟲 Intel Stock continues to rise. I’m very proud of that Company in that I am responsible for making the United States of America over 30 Billion Dollars in the last 90 days on that stock alone. There are others that, likewise, I have been very successful with by taking pieces of the Equity for support. Congratulations to Intel on doing such a great job and, more importantly, congratulations to the People of the United States for making such a good investment! President DONALD J. TRUMP

🚨 JUST NOW: Elon Musk drops the bombshell that the FBI implanted 26 people INTO JAN. 6TH to "spy" for them And the government LIED to us that this never happened. "4 entered the Capitol during the riot. An additional 13 entered the restricted area around the Capitol. So more than a dozen FBI spies participated in the so-called insurrection!" "A bunch of them broke into the Capitol. Their own inspector general says this is what happened. But that's not what they told you when they testified under oath." None of them bore any consequences. Intel said they knew it was going to get possibly violent, but did nothing to prevent it. And all of it was hidden. One of the BIGGEST SCAMS in DECADES

From GFHK Monthly Call: Apple and Intel already signed an agreement in December 2025. The M7 chip will use Intel 18A-P and is expected to enter production by the end of 2027, while the smartphone chip will use Intel 14A and is expected to enter production by the end of 2028. $INTC