
intel 18A yield reportedly went from 65 to 85% and there is chatter about Nvidia and OpenAI foundry orders. if even half of that is real the turnaround thesis has legs. but i have been burned by intel promises before, so i am waiting for the 7/23 print before i believe anything 🫠
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

