Intel: Four Reasons for the Rally - CPU Shortage, 18A, SK Hynix, and US-China Thaw

CEO Lip-Bu Tan states that the company is currently only able to meet about half of the CPU quantities requested by customers. At Intel 18A, yield signals are improving. Analyst estimates for Panther Lake are now around 80% or higher, while Intel itself does not publish absolute yield figures. At the same time, SK Hynix could utilize Intel's Ohio fabs for US memory production, while the recent US-China talks on trade and AI were described as "very successful" by Treasury Secretary Scott Bessent.   At Intel (i), multiple positive signals...