John Intel
@intelfabs
God First. Intel and Terafab are cool
参加 May 2026
257 フォロー中 6.7K ファン
JPM raised WFE growth forecasts
CY2026: 31% YoY (from 28%)
CY2027: 38% YoY (from 29%)
CY2028: 17% YoY (from 16%)
And of course, Intel
2027E: $21bn → $26bn (+$5bn, +24%) $INTC
もっと見る
