Fab construction and how they represent the stock.

Discussion

Of course there are consistent posts on this sub day in and day out regarding the stock going up or down and what the time span of this looks like. Adddtionally we see posts about Intel not being qualified by other companies at the moment as a foundry to produce what they need, but we see often that it’s something companies look to do in the future. Something I’ve personally looked at at this point in time has been the Ohio Fab timeline throughout this process. Or I guess broadly all of the fabs and their construction and timelines. It seems like people are forgetting that the projects that are critical to the future of foundry and the future of the company are in fact being put on hold or slowed down immensely. And I think that is a good representation of that stock. Intel will only have new AZ fabs for their 14nm and maybe some in Oregon? (Is Oregon just r&d, I don’t know everything). In any case, intel’s entire future currently relies on AZ, which is fine, but like the company isn’t just going to start making enough money overnight from Intel products and 14a is like pretty far out. It’s going to be years. I think a lot of us know that but the people who say it’s about to go up any day now, I think you’re really just extremely wrong and you’ve somehow managed to brainwash yourself. You will make a lot from this stock, but genuinely, it may take 10 years.

Posted Sep 8, 2025, 1:51 PM UTC

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