Six Five Media (@TheSixFiveMedia) “Two weeks before the United States govt confirmed it, the Apple-Intel deal was a” — TopicDigg
Six Five Media
@TheSixFiveMedia
Deep analysis of the biggest news, releases, events, and rumors in tech. Hosted by @MoorInsStrat and @TheFuturumGroup Analysts.
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Two weeks before the United States govt confirmed it, the Apple-Intel deal was already called on Ep. 309 of The Six Five Pod.
Not a packaging deal. A foundry test drive to 14A. @PatrickMoorhead on the Apple-Intel 18A-P structure, “There's an LOI sign between Apple and Intel... 18A-P is a good glide path...18A-P for Apple is the test drive to get to 14A. Once a real deal is done and commitments have been made, Intel will have to publicly disclose that because it would likely be a relevant stock event."
Sell-side named Apple as the validation Intel needed. Pat’s victory lap record on semiconductors is 30/33.
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