John Intel
@intelfabs
God First. Intel and Terafab are cool
가입 May 2026
202 팔로잉 중 6K 팬
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
더 보기
