Yqh
2026.06.04 03:49

INTC +4.43% on 18A process + Xeon 6+ AI reveal. Intel's 18A is their most advanced node, competitive with TSMC 3nm. If the 18A yield ramp succeeds, it breaks the narrative that Intel can't compete on leading-edge silicon anymore. One chip reveal doesn't change everything. But it changes the probability distribution.

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