Traded Value$Apple(AAPL.US)$Intel(INTC.US) In the market, some look at certainty, some look at expectations. Perhaps this is emotional gaming…
Currently, before the earnings report is released, the yield rate is unknown? The cooperation between the two parties is unknown?
Even if the yield rate reaches 80% in Q3, that's the best-case scenario.
After reaching 80%, the climb upwards will be very slow, maybe 1-2%, or possibly 3-5%. Let's hypothesize, which is also the best expectation, reaching 90% by Q2 next year. Can this production capacity ramp up?
The real release of volume capacity will only come in 2027 and 2028.
If Apple and Intel cooperate at this time, Apple might lose on time.
Because the capital cycle and the industry cycle are mismatched.
Being bullish on Apple is essentially betting on Intel, the yield rate, and an official partnership announcement.
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