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in postLONG
“Intel is choosing to attack TSMC through the side door of packaging rather than taking on its leading node dominance head on.”
@damnang2
Intel's packaging moat (EMIB, Foveros) is a second growth axis not yet priced in, set to expand as HBM4 makes advanced packaging the AI supply chain's scarce resource.
INTCLONG@ $130.49
$88.43-32.24%
since call Jun 24
in postLONG
“SK hynix ($000660.KS) in fact has TSMC make this base die, which means even the world's top memory maker buys one layer of its own memory from TSMC.”
@damnang2
SK Hynix sits at the center of the HBM4 battlefield as the leading HBM supplier and its 2026 supply is entirely sold out, making memory scarcity the AI era's defining chokepoint.
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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