Ge Long Hui A P P·2026-01-28 14:59Core Viewpoint - Intel (INTC.US) shares surged over 10% to $48.33, marking a cumulative increase of over 31% year-to-date [1] Group 1: Insider Trading - Intel's CFO David Zinsner purchased Intel stock worth $249,985 at a price of $42.5 per share on January 26, marking the first insider buy since 2024 [1] Group 2: Collaboration with Nvidia - Supply chain sources indicate that Nvidia plans to launch the Feynman architecture platform in 2028 in collaboration with Intel, employing a strategy of "low volume, low tier, non-core" [1] - Nvidia will continue to have its core GPU chips manufactured by TSMC, while I/O chips will partially utilize Intel's 18A process or the 14A process scheduled for mass production in 2028 [1] - Intel's advanced packaging will be utilized, with Intel accounting for approximately 25% of the advanced packaging share, while TSMC will account for about 75% [1]