Kristina Partsinevelos(@KristinaParts):Intel locked in 10+ customers on long term agreements and is raising capex on that visibility. TSMC beat, ASML beat, TXN beat. All fell. Intel beat AND has line of sight to years of demand similar to memory. That's why it's the only one up afterhours. $INTC vs $TSM $ASML $TXN

2026.07.23 21:21

Intel locked in 10+ customers on long term agreements and is raising capex on that visibility. TSMC beat, ASML beat, TXN beat. All fell. Intel beat AND has line of sight to years of demand similar to memory. That's why it's the only one up afterhours. $INTC vs $TSM $ASML $TXN

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Kristina Partsinevelos@KristinaParts

2026.07.23 20:41

Intel CFO: foundry is two businesses - wafers and adv. packaging. On packaging side: "We have already started to get backlog there." Lip-Bu Tan has "good line of sight to billions of dollars in business now on advanced packaging." It's differentiated vs co-packaging. $INTC

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