Intel: Participating in Tesla's Terafab. The 18A yields jump to 65%. Is this the end of the manufacturing crisis?

In the US model portfolio, we have been betting on Intel (i) for a year. So far, the trade has been a success, with the position recording a 127% book profit. Currently, the stock is surging as additional market drivers are emerging alongside the rising CPU demand. 18A Node Reaches Critical Mass The most important indicator for long-term success is the yield of the next generation of processors. According to reports from KeyBanc, Intel has increased the yield rate for the 18A process to 65%, while the ramp-up of Panther Lake is proceeding as...