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ARRIWYKS
#IntelQ3TerafabFoundry
#IntelQ3TerafabFoundry 🏭 Intel Q3 Oct 29 guide $15.8-16.8B midpoint $16.3B +19% YoY, consensus $16.5B +21%, non-GAAP EPS $0.38 vs $0.23 y/y, est $0.40. Options imply ±9.4% move $84.9-$102.6.
Q2: $16.1B +25% beat, Foundry $5.8B +31% YoY but $2.09B op loss, external only $293M. 18A high-vol Panther Lake HVM with High NA EUV.
Terafab: $16.8B phase-1 Musk Tesla/SpaceX near Houston, up to $119B total, TSMC talks risk Intel endorsement. YTD +158%.
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