John Intel(@intelfabs):Intel’s product cycle and 14A interest are real $INTC 14A datapoints have been better than expected. Every large US customer they list, Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm, is evaluating the node. TSMC is sold out through 2028, so customers want a second source plus US onshore capacity. Datacenter Agentic-AI server demand is real and supply-constrained into 2029–30. That is why DCG can still grow high-teens

2026.09.18 04:23

Intel’s product cycle and 14A interest are real $INTC 14A datapoints have been better than expected. Every large US customer they list, Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm, is evaluating the node. TSMC is sold out through 2028, so customers want a second source plus US onshore capacity. Datacenter Agentic-AI server demand is real and supply-constrained into 2029–30. That is why DCG can still grow high-teens

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