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Lip-Bu Tan says 14A customers are showing up even though the chips won’t be out until second half of 2027 and ramp in 2028. My take: There is a light year gap between strong customer interest and actual sales. That said, he is setting a bar, and likely wants to meet or beat it. Bottom line is 14A customers are showing up, and that’s a positive for growth in 2028, so investors can sleep well at night knowing there is a big catalysts out there. $INTC
Library as of 2026-10-21