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$INTC is a steal
| https://i.imgur.com/ovcBe0z.png | 01/23/26 |
| https://i.imgur.com/ovcBe0z.png | 01/24/26 |
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Date: January 23rd, 2026 7:12 PM Author: https://i.imgur.com/ovcBe0z.png AMD has effectively admitted Panther Lake will be disruptive, and that's going to draw customers to 14a. Intel is also better prepared to withstand supply shocks for vital components than literally any other company, including Nvidia. Nvidia is have trouble meeting demand right now because it can't get enough peripheral components, but Intel gets whatever it needs. AMD needs TSMC to make their shit but Intel does it all in-house (again) now. I could go on. (http://www.autoadmit.com/thread.php?thread_id=5825651&forum_id=2,#49613017) |
Date: January 24th, 2026 10:22 AM Author: https://i.imgur.com/ovcBe0z.png Intel has enough RAM for Lunar Lake:
'we were relatively aggressive in terms of getting the memory early'
CFO David Zinsner stated the company was relatively aggressive in securing the memory early, ensuring sufficient stock to maintain shipments despite broader industry shortages.
This positions Lunar Lake laptops to continue rolling out without major RAM-related delays.
https://x.com/i/status/2014956835392913821 |