LIWEI_TW Capital(@LIWEI_TWCapital):For $INTC investors: $NVDA among eight tech firms reportedly evaluating $INTC’s 14A Economic Daily News says eight major tech companies are seeking alternatives to $TSM’s constrained capacity. The article reports planned pilot production in Q2 2027 and volume production in Q1 2028. The opening for $INTC is clear: customers need another source of advanced chips. Converting that interest into production orders would give its foundry business a broader customer base. Sources

LIWEI_TW Capital

@LIWEI_TWCapital

Even a great company is only worth recommending at the right price. Every trading idea shared should deliver real, actionable value when it matters most.

加入 January 2024

400 正在關注 11.8K 粉絲

LIWEI_TW Capital@LIWEI_TWCapital

2026.09.19 12:21

For $INTC investors: $NVDA among eight tech firms reportedly evaluating $INTC’s 14A Economic Daily News says eight major tech companies are seeking alternatives to $TSM’s constrained capacity. The article reports planned pilot production in Q2 2027 and volume production in Q1 2028. The opening for $INTC is clear: customers need another source of advanced chips. Converting that interest into production orders would give its foundry business a broader customer base. Sources