Strong Buy INTC by Jan 21, 2028.

If you're looking for the hyperscaler big bottleneck of 2027/2028 to get ahead of, it's advanced packaging and high-NA EUV. TL;DR: Intel's 18A process is in production, 14A is on track to beat TSMC to High-NA EUV, TSMC's CoWoS packaging is sold out through 2027 and Intel has spare capacity (with Google confirmed as a buyer for TPU v8), FCF turned positive ## 18A is already in volume manufacturing. * Panther Lake (laptop CPUs) ships January 2026. * Defect density …