The Analysts

Call · @alex_intel_ · unranked

@alex_intel_

@alex_intel_ · Fri, Aug 7

Alex@Alex_Intel_
Lot of hype posts about TeraFab Cheapest way to buy into the revenue stream of this Fab is still Intel Put it another way. Intel earns a 15% royalty fee on the value of each logic wafer 38K × 100K WSPM × 15% = $6.8B Intel earns 6.8B per 100K WSPM, 100% gross margin. Each new
28d agoview on X ↗

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close

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Long INTC · High confidence

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High0.90

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Mon, Aug 10 · market close

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