John Intel
@intelfabs
God First. Intel and Terafab are cool
加入 May 2026
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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
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