MASK/USDT OI 5min Up 22.40% $441K rose to $540K, Price 1.05%, New Longs Entering
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reply Foundry momentum is real, as 18A-P is entering risk production for customers. This is the critical inflection point to see if Intel's process is usable to the outside.
Interesting is that Intel is announcing a 5 billion euro addition to Intel Xeon 6 on Intel 3, despite ramping 18A-P! There is clearly a capacity shortage, and Intel is a swing producer. What's more is also the new Bowers campus addition for Intel Mask Operations. Our read is that is ramping mask production for external customers for the first time!
Zinser is signaling further increases. "we are meaningfully increasing our investments in equipment, clean room space, and substrates"
Last but not least: Intel now has additional LTAs secured, and given the press release it's implied that it could be Google cloud.
Great job Intel, but the journey isn't over yet. Foundry is at the edge of becoming the United State's first domestic process. (2/2)