$Intel(INTC)$ TSMC’s dragging

1
Comment
Favorite

$Intel(INTC)$ TSMC’s dragging its feet on High-NA EUV — now aiming for A14P in 2029. Meanwhile, Intel Foundry is pushing ahead with 18A next year using High-NA. That’s at least a 4-year head start for Intel. If they execute, this could be a turning point.

Intel’s finally showing signs of real tech leadership again — not just catching up, but pulling ahead in next-gen lithography. If 18A lands on time with strong yields, INTC could regain serious credibility in the foundry game and start winning major design wins.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Sorry, your request encountered a service error(-1)

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":432190040735880,"tweetId":"432190040735880","gmtCreate":1746546514403,"gmtModify":1746546590173,"author":{"id":10000000000011036,"idStr":"10000000000011036","authorId":10000000000011036,"authorIdStr":"10000000000011036","name":"Ron Anne","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":39,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/70195daa96ceb778a88c181186753066","width":"293","height":"158"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/70195daa96ceb778a88c181186753066","width":"293","height":"158"}],"extraTitle":"","html":"<html><head></head><body><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v>TSMC’s dragging its feet on High-NA EUV — now aiming for A14P in 2029. Meanwhile, Intel Foundry is pushing ahead with 18A next year using High-NA. That’s at least a 4-year head start for Intel. If they execute, this could be a turning point.Intel’s finally showing signs of real tech leadership again — not just catching up, but pulling ahead in next-gen lithography. If 18A lands on time with strong yields, INTC could regain serious credibility in the foundry game and start winning major design wins.<img src=\"https://community-static.tradeup.com/news/70195daa96ceb778a88c181186753066\" tg-width=\"293\" tg-height=\"158\"></body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v>TSMC’s dragging its feet on High-NA EUV — now aiming for A14P in 2029. Meanwhile, Intel Foundry is pushing ahead with 18A next year using High-NA. That’s at least a 4-year head start for Intel. If they execute, this could be a turning point.Intel’s finally showing signs of real tech leadership again — not just catching up, but pulling ahead in next-gen lithography. If 18A lands on time with strong yields, INTC could regain serious credibility in the foundry game and start winning major design wins.<img src=\"https://community-static.tradeup.com/news/70195daa96ceb778a88c181186753066\" tg-width=\"293\" tg-height=\"158\"></body></html>","text":"$Intel(INTC)$ TSMC’s dragging its feet on High-NA EUV — now aiming for A14P in 2029. Meanwhile, Intel Foundry is pushing ahead with 18A next year using High-NA. That’s at least a 4-year head start for Intel. If they execute, this could be a turning point. Intel’s finally showing signs of real tech leadership again — not just catching up, but pulling ahead in next-gen lithography. If 18A lands on time with strong yields, INTC could regain serious credibility in the foundry game and start winning major design wins.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/432190040735880","repostId":0,"isVote":1,"tweetType":1,"viewCount":220,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":431,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}