Intel rally is likely due to this piece
1) Intel winning a plethora of hyper scaler advanced packaging
2) Apple iPhone and Nvidia wafers for 14A
Intel winning iPhone non pro has been floated before. Lip-Bu had a dinner with Tim Cook, and is the closest Foundry customer
$INTC

This is a very bullish piece on ASML, but if you look closely, it’s also bullish on Intel.
According to the article, Broadcom-designed AWS chips will be packaged using Intel’s EMIB. It even claims that Nvidia’s “Nintendo Switch 3” chip will go into mass production on Intel 14A.

Jukan

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