---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39685826.md"
description: "$Intel(INTC.US) is talking nonsense. The fab34 in Ireland is not for 18A/14A capacity, but for the Xeon6th capacity released in 2024, which is the processor paired with Jensen Huang's 8 GPU rack. So it's not that there are foundry customers, but that the supply of data center server processors can't meet demand."
datetime: "2026-04-02T01:46:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39685826.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39685826.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39685826.md)
author: "[LipBu Tan](https://longbridge.com/en/profiles/14563506.md)"
---

# $Intel(INTC.US) is talking nonsense. The fab34 in …


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## Comments (3)

- **白股小炒 · 2026-04-02T02:18:06.000Z · 👍 1**: Thanks, I can always get insights about INTC from the boss here.
- **耳朵制造战争 · 2026-04-02T01:48:53.000Z**: CEO, why did it skid? Is the golden-haired guy causing trouble again?
  - **LipBu Tan** (2026-04-02T02:20:27.000Z): Watching the overall market, listening to the blonde guy's speech, no stock can move independently now 😓