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Call · @alex_intel_ · unranked

@alex_intel_

@alex_intel_ · Sun, Aug 23

Alex@Alex_Intel_
Harbour some doubts on this due to timeline (wouldn't SemiAnalysis leak this?) But Intel is also last bastion of Optical supply that is untapped. (New Mexico Fab) Intel is sorta unique in that they take InP material bond it to silicon 300mm wafers and then form integrated
12d agoview on X ↗

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

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Mentions INTC · Low confidence

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Low0.58

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Mon, Aug 24 · market close

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