$Intel(INTC)$ Looking ahead to Q3 earnings, the fundamentals are finally aligning with the actual hardware demands of the industry. Working daily with AI pipelines, the need for x86 Xeon compute, EMIB packaging, and glass substrates is massive. Slashing 40,000 in headcount to save $10B ensures Intel has the lean structure and capital to fully dominate the 14A High-NA EUV supercycle. This is the quarter the turnaround becomes undeniable.
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