$INTC Intel Foundry:The Next AI Manufacturing Giant?๐๏ธ๐ป
While everyone is looking at NVIDIA, Intel (INTC) is quietly positioning itself as a U.S.-based foundry powerhouse. Reports are swirling that Apple and NVIDIA are in talks to use Intelโs foundry services for advanced chips!The Alpha:
Yields Improving: Monthly improvements of 7-8% reported by leadership.
New Tech: Betting big on ASMLโs next-gen High NA EUV technology.
Partnerships: Potential 2028 contracts with the biggest names in tech.
Intel is no longer just a "legacy" chipmaker. Is this the ultimate "hidden" AI play of 2026?