Intel +24% this week, best in the S&P 500. Why?

The market is catching on to AI's next bottleneck: advanced packaging. Modern AI chips are multiple chiplets that need to be packaged together, and capacity is extremely tight.

Nvidia locked up most of TSMC's advanced packaging slots. Intel $INTC is the only other player in the West who can do this at scale.

No surprise Intel just got picked as the partner for Tesla and SpaceX on the Terafab project.