By skyforbes 
It looks like it's now going to become a reality.
I ofc. loaded up on more INTC Leaps during this bearish market, hope you fellas did too.
I might mention one more thing here a wild speculation:
Lip-Bu Tan is on the board of a company called "AnnapurnaLabs" an Israeli startup building AI chips, acquired by Amazon. Trainiums and Gravitons are ARM based chips produced by this company and there was a deal (closed by Pat Gelsinger in late 2024) that we didn't hear about for a long time. Amazon did mention something about upgrading their current lineup the same time more rumors about AI clients surfaced in mid 2025.
Could be pure wild speculation, but maybe they've decided to take advantage of the improved voltage droop from 18A tech, since they keep mentioning how the new lineup is more power efficient. Voltage droop is especially important for inference chips, fingers crossed.
Other than that we might see Maia II in '26 which is currently speculated to be produced fully with 18A tech.
To those people who kept asking about yield of the new fabs – it's improving by 7% each month.
Along with new Intel CPU specs leaked:
https://videocardz.com/newz/intel-core-ultra-290k-270k-and-250k-plus-spec-leak-arrow-lake-refresh-with-higher-clocks-more-cores-and-faster-memory-support
And Panther Lake specs leaked:
https://www.tomshardware.com/pc-components/cpus/intels-upcoming-panther-lake-cpus-tested-ahead-of-launch-alleged-core-ultra-3-sku-with-10-cores-and-16gb-ram-surfaces-in-leaks
I'm looking at some nice greens during this otherwise bearish market.
Lastly to the people still doubting Intel's power. Keep in mind that AMD has gained nothing from the data center market. Looking at their numbers they at best sold 1.5BLN worth of CPUs (they on purpose don't distinguish between GPU and CPU data center sales, however given the fact that it's 2:1 in price it's safe to say CPU is close to 1.5BLN) – compared to INTC 4.5BLN datacenter CPU sales.
Demand for AMD GPU/CPUs is low, Amazon itself reported this some time ago:
https://www.nasdaq.com/articles/amazon-amzn-says-it-not-seeing-enough-demand-amds-ai-chips
AMD CPUs are only sold with AMD GPUs, that's how they get their CPU sales. Datacenters always prefered Intel over AMD due to superior software and hardware support, the new Amazon 1GW Datacenter is a prime example of that.
AMD GPUs are not in demand, because unlike NVDA – no academic mind knows how to use it properly, the software support is shit and NVDA spent close to 20 years spoon feeding academics with CUDA. They are only competing with other inference chips:
– AMZN – Trainium
– GOOG – TPU
– MSFT – Maia II
– Honorable mentions: Qualcomm, INTC, etc.
The only demand for AMD GPUs is from a deal with OpenAI that is entirely dependent on AMD stock price being in the highs. Those who know me, know that I bought AMD puts and keep on buying them until AMD is trading at 160.
Entire blockchain DEFI ecosystem is built on TEEs from Intel (usually SGX, but are switching to TDX). AMD is not trusted in the cybersecurity domain and probably never will be. Intel is always going to dominate. So any banking / DEFI system built in cloud using TEEs is built with Intel.
There's a lot more that I could mention, but no point in doing so. People who understand the semiconductor industry will see that INTC is here to shine and thrive.
Lastly according to the CFO the foundry business is expected to be breakeven by 2027, however given Lip-Bu Tan's philosophy on "underpromise, overdeliver" I wouldn't be surprised if they were breakeven sooner.
Note: IBKR is down for maintenance but once it's back up I will post my updated position. From the top of my head I have INTC 40C 55C 60C (and maybe I bought 50C) leaps as well as my old shares (800) that I bought around March-April