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Intel

US semiconductor leader executing a Lip-Bu Tan turnaround: Q1 2026 double beat ($13.58B rev, $0.29 EPS), 18A node ramping with Panther Lake AI PC and Clearwater Forest (Xeon 6+), but Foundry still losing $2.4B/quarter with only $174M external revenue.

Frameworks applied to Intel

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We haven't published a framework analysis for Intel yet — this hub is being built out.

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Frameworks we plan to apply to Intel. Click through to the framework itself in the meantime.

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