Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also in the 3nm space.
$INTC
Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also in the 3nm space.
$INTC
Many users reacted positively to UMC expanding its Intel collaboration on 3nm process technology because it promises major future capacity gains and revives investment potential for both companies.
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Did u listen to us, anon?? Read the January semis memo https://www.citriniresearch.com/p/semis-memo-muscle-memory
Wow. According to @FundaAI, UMC is collaborating with Intel not only on 12nm, but also in the 3nm space.
$INTC

https://open.substack.com/pub/fundaai/p/deepumc-utr-climbing-qoq-entering?r=4k4uta&utm_campaign=post-expanded-share&utm_medium=web

@zephyr_z9 It's underperformed $INTC

@PythiaR Bro, I have been bullish on INTC after Trump bought it INTC is too obvious

@jukan05 @FundaAI Dope
Intel is going to have a lot of Intel 3 capacity come 2030 (90-100k WSPM) when some of their demand starts to rolloff
So getting foundry customers on it would be great

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@jukan05 @FundaAI 12nm도 대단했는데 3nm까지 간다고?
기술 협력 진짜 궁금하다

@jukan05 @FundaAI

@zephyr_z9 I did listen.

@jukan05 @FundaAI If confirmed, this is bigger than the existing Intel-UMC 12nm deal.
12nm proves mature-node capability. A 3nm relationship would validate Intel Foundry's advanced-node roadmap.
Still speculative, but the market cares because customer trust is the real bottleneck for foundries.

@jukan05 @FundaAI Apple manufacturing at UMC?

@zephyr_z9 @PythiaR Still worth investing in both?

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