.@bubbleboi's new thesis for Intel is all about advanced packaging, which he says is the new Moore's Law: "Up until this point, Intel's thesis was really a fab turnaround." "Now, I've completely changed my logic. It's about advanced packaging. Advanced packaging to me is the new Moore's Law." "You've kind of already seen this with Vera Rubin, where they can't actually do four dies on one package. They had to change that at the last second." "If you look out to Feynman, the packaging of…