Alex_Intel_
US Semiconductor Industry Analysis. Focused on the only leading edge US based Foundry, Intel.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 19 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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alexintel.substack.comLatest Issues
The Biggest Leak in Intel's Client Roadmap History?
Sometimes you don’t know what you have, and this was clearly the case here with Moore’s Law Is Dead. I’ve been highly skeptical of his leaks in the past, but the ‘proof’ he showed is ripped directly off Intel’s client roadmap documents. The...
Should Intel enter the memory business again?
Let’s start with a brief history: Intel began as a DRAM company. They practically invented and popularized the technology, making a killing in the ‘70s. However, as Japanese manufacturers ramped up supply in the 1980s, the market became bru...
Intel Earnings + CPU Market 2027/Diamond Rapids Delay + Intel 'Bear Case'
First, let’s briefly cover Intel’s earnings. It’s been so widely covered that I don’t really have much to say. The obvious isn’t news!
Earnings
Intel essentially pulled what I thought would be their Q3 guidance into Q1 and Q2. That’s a...
Intel 2030 Financial Model
Hint, my implied 2026 price target is $118
I model Intel producing 145,000 wafers per month in 2025 (if you have different numbers, please let me know). This was a bit of a finger-in-the-air number with some error bars, compared to the max...
Intel x Elon
My initial view a couple of months ago…
Then, as Elon really didn’t say anything, and I hardened my views on the unlikelihood of any Intel process license or a JV, I came to the conclusion that Elon would try a Rapidus approach, aka licens...
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US Semiconductor Industry Analysis. Focused on the only leading edge US based Foundry, Intel.
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