INTEL-T

Actually didn't expect SK Hynix specifically to be the one looking at Intel's packaging. They compete directly with Micron and Samsung in HBM, so if EMIB genuinely saves them cost versus CoWoS, that's a real business reason, not just PR for Hot Chips week. Watching to see if this turns into an actual order next year.

INTC barely moved on the Hot Chips news honestly. Small calls, not betting big until there's an actual customer announcement, not just "evaluating."

Intel announcing new chips at Hot Chips is not new, they do this every year. What would actually move the stock is real foundry customers, not roadmap slides. SK Hynix "evaluating" packaging is a start but I've heard Intel Foundry promises before and watched them slip. Not touching INTC until I see an actual signed customer, not a maybe.

Micron and SanDisk get all the memory headlines but the Intel angle from Hot Chips is more interesting long term. SK Hynix confirmed it's evaluating Intel's EMIB packaging for next gen HBM, mainly to diversify away from being fully dependent on TSMC's CoWoS capacity. This is still R&D stage, not a signed supply deal, so don't expect revenue from it for years. But if it goes anywhere, it's a real signal that Intel Foundry can win credibility from a company that has zero reason to help a rival unless the tech and pricing actually work. INTC is still down over 35 percent from its 2026 high even after this week's news.

$Intel(INTC.US)

Missed the sell opportunity at the overbought territory of $140. However i am confident it will retrace previous highs if it holds its major support past Nvidia earnings today. US congresswoman Pelosi has also bought into this ticker.

Japan will invest another ¥150 billion yen (US$940M) into chip foundry startup Rapidus, which aims to begin 2nm chip production in 2027, media report, adding the government has already invested ¥250 billion in Rapidus, and plans to provide ¥2.4 trillion in R&D aid. It is also considering another ¥300 billion in aid. In addition, three major Japanese banks will provide ¥2 trillion in loans to Rapidus, with the government guaranteeing 80% of the loans. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $SSNLF #Rapidus

Source: Dan Nystedt

SK Hynix confirmed it will use Intel’s EMIB advanced packaging for next-gen HBM memory chips, joining Apple, MediaTek and other top TSMC clients in a win for Intel, media report, adding the victory is mainly due to the continued shortage of TSMC’s CoWoS capacity. $SK Hynix(SKHY.US) $Intel(INTC.US) $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) #semiconductors

Source: Dan Nystedt

Intel secures another major order for advanced packaging; SK Hynix's next-generation HBM will incorporate EMIB technology.

$Intel(INTC.US)

Having taken profits and fully cleared my Intel position at higher levels previously, I recently revisited the company after an insightful discussion with a fellow peer. Despite ongoing semiconductor volatility, Intel’s current valuation after today’s pullback offers an acceptable entry point for a long-term turnaround play.

[My Strategy & Execution]

I initiated a new starter position today to begin rebuilding exposure. Managing entry risk is critical for swing positioning, so I am adopting a phased accumulation strategy rather than buying all at once. My current position is floating slightly in the green at +0.68%.

[Risk Management & Next Steps]

My plan is to stay patient and strictly follow my risk plan. If the market experiences further pullbacks, my designated second entry zone to average down will be around the $76 - $80 range.

Let’s karching 😎🏖️

@Longbridge Singapore

@Captain Leo

PELOSI BUYS $Bloom Energy(BE.US) BLOOM ENERGY & INTEL $Intel(INTC.US) INTEL.

Source: amit

Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades

$Lens(06613.HK)

Lens Technology Q2 2026: Strong Recovery Underway!

Lens Technology is bouncing back☺️

Q2 delivered RMB 14.73 billion revenue and RMB 726 million profit, with gross margin jumping to 18.2%.

Growth Engines Firing:

✅ Automotive: +6.6% YoY

✅ AI Glasses & Wearables: +8.0% YoY

✅ Other Smart Terminals: +47.0% YoY

Smartphone headwinds persist (-17.7%) but diversification is paying off- automotive, AI and robotics are taking the lead. 💪

The known Big News: Partnership with Intel on advanced glass substrate tech puts them at the cutting edge of next-gen semiconductor packaging! 🚀

They are more than just a consumer electronics supplier -the future looks bright! ✨

Not financial advice. I find this company interesting and following up with the latest earnings and development. Please do your own DD if you want to invest in it ☺️.

📌 Last session is not considered 🎢 as I could see all turned 💚 pre-market, after that then plunged into ❤️ I was expecting SKYH to shine but instead MRVL shone its way 🆙 coupled with SNDK and MU while NBIUS hitting downward trend. Intel don seem to work out after the CEO said 🆕 INTL, however am holding it 🆙 ⛳️ Hope this week will end up mostly in 💚 as we all not going down any 🎢 as yet!!☕️

Rumor: Intel’s upcoming desktop PC processor, Razor Lake, will use TSMC’s high performance N2X process (2nm), media report. If accurate, it would mean Intel was expanding its use of TSMC 2nm family processes, with Nova Lake to use TSMC’s N2P in addition to Intel 18A. Nova Lake, the next-gen desktop PC processor, will introduce bLLC (Big Last-Level Cache), designed to compete with AMD’s 3D V-Cache, while the laptop version may be delayed until the Razor Lake-HX generation. $Intel(INTC.US) $Taiwan Semiconductor(TSM.US) #semiconductors

Source: Dan Nystedt

Intel is going on a roller coaster mode but I still like the stock full of challenges, all these while I been buying and selling this stock which I have make tremendous gain to a certain extent from my point of view

The US 30-year Treasury yield rose to 5.31%, its highest since July 2007, while the 10-year yield hit 4.70%, a full percentage point above the Fed's target range ceiling.

Long-duration assets faced pressure first. Treasuries are at a 20-year low—is this due to market selling, pessimism about future economic prospects, or the frenzy chasing quick profits in tech chip stocks?

The price movements in memory stocks have been doing sharp swings up and down for weeks but have the fundamentals and demand and supply situation really changed? AI is still a super cycle. I will just ignore the noise.

Memory stocks going down is fine and normal, given that it ran up so much previously. It will go back to the fair value price range. Enter there if wanna then.