INTC/long
Intel's XBM patent signals a credible re-entry into the HBM supply chain, a storyline the market is completely ignoring.
many of you are missing the forrest for the trees
Peak+4.6%
Intel's XBM HBM4-competitor patent is the obvious story; the "forest for the trees" thesis routes to MU (long, inferred — underpriced HBM challenger with 2x the patent portfolio of SK Hynix) and INTC (long, inferred — market hasn't priced Intel's dual-track memory comeback).
originalmany of you are missing the forrest for the trees
many of you are missing the forrest for the trees
an Intel patent application was published, revealing its proposed Cross-Batch Memory (XBM), an ultra high-bandwidth memory that offers some significant improvements over the current standard, which could be a direct competitor to HBM4 in the near future