$INTC’s post-earnings drop signals market overextension, not a business collapse. The market got ahead of itself. Reference [1]
RDIMM spot prices are now above US$2,000, driven by structural imbalances in the memory industry and surging AI data center demand. Reference [6]
Intel ($INTC) revised 2026 capex plans, now expecting it to be roughly flat or only slightly down versus 2025, with Intel Foundry (IFS) investments front-loaded in H1. Reference [13]
The AI boom’s surge in memory costs is spilling into the automotive sector, and it could even surpass the 2021 global automotive chip shortage. Reference [24]