Intel
3 notes on Intel Corporation (NASDAQ: INTC), newest first.
This page states no position of its own. Each note disclosed the firm’s position on the day it published; it may have changed since, without notice.
The Intel thread
3 notes, newest firstIntel Corporation · NASDAQ: INTC
Intel Fab Watch, Issue 03: revenue before the customer
External foundry revenue rose to $411M, 2.5% of total. Intel credits the rise mainly to a non-recurring contract; $126M of the total is Altera.
4 tables · 5 chartsLongMonitor
Intel Corporation · NASDAQ: INTC
Intel Fab Watch, Issue 02: building and subtracting at the same time
Intel committed to its next node without a customer, bought out its most productive fab and guided capex higher — while closing or cancelling three plants.
5 tables · 3 chartsLongMonitor
Intel Corporation · NASDAQ: INTC
Intel Fab Watch, Issue 01: the baseline issue
Manufacturing firsts are arriving on schedule while external foundry revenue stays at 1.3% of total — where the buildout stands as of mid-July 2026.
1 table · 2 chartsLongMonitor
Positions disclosed
| Published | Note | Firm’s position |
|---|---|---|
| 31 Oct 2026 | SER-0011 Intel Fab Watch · Issue 03 | Long |
| 8 Aug 2026 | SER-0005 Intel Fab Watch · Issue 02 | Long |
| 17 Jul 2026 | SER-0003 Intel Fab Watch · Issue 01 | Long |