Today
Robert Kane
Legacy IDM rebuilding its foundry ambition—designing and fabbing its own chips while fighting back on process leadership
Related entity：Intel Neutral
...credits
Robert Kane
Neutral
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Inner Journey
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Read fullFuture Outlook
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Read fullBase mood50→52 Neutral
- 多晶硅-3.9%mild cost relief+2.2
- 白银-2.0%marginal impact+0.9
- 铜+0.6%marginal impact-0.3
- 工业硅0.0%marginal impact0
30-day trend：notably down recently (-7.4%)90-day outlook：downtrend continuing (capital outflow)
Derived deterministically from this week's real futures bars。Commodity impact is applied at read time and does not rewrite stored mood history.
Financials
Quarterly income statement and the CFO's own forecast for the quarters ahead.