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" "you have your own fabs... how does this happen????" (I didnt prompt him to do that. LOL)".
We are often told that Intel’s IDM model...
Jan 22, 2026
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 22, 2026
Source? The image I posted clearly says PDK0.5. The yes was in response to the question has Intel released the 0.5 PDK for 14A. If...
Jan 22, 2026
Even without PDK Version a PDK should be out around this time frame for customers to test we would know in earnings more.
Jan 22, 2026
I went through several online sources, including a Google AI search similar to the one you did. I couldn’t find any credible sources...
Jan 22, 2026
M
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 22, 2026
How does intel shrink, get constrained, and lower product margins in this environment?
IMO not a good con call for LBT. Bad news, no...
Jan 22, 2026
It doesn’t sound right. From 2020 to 2024, Intel spent about $109 billion in Capex to build capacity. How could Intel’s revenue shrink...
Jan 22, 2026
P
Xi Jing Ping couldn't care less about world economy. He doesn't give a sh8t about his own people suffering, why would he care about any...
Jan 22, 2026
So these yields are wafer probe yields? backend test yield? are the probe yields KGD? (so backend yields are super high?
Jan 22, 2026
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
Jan 22, 2026
M
How does intel shrink, get constrained, and lower product margins in this environment?
IMO not a good con call for LBT. Bad news, no...
Jan 22, 2026
@Brady, I believe you might over estimates some of this forums members. ^^^
Jan 22, 2026
Fab should be abandoned
Jan 22, 2026
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
Jan 22, 2026
hist78 replied to the thread The Wonderland of Intel Stock." "you have your own fabs... how does this happen????" (I didnt prompt him to do that. LOL)". We are often told that Intel’s IDM model...
tomatoma reacted to Artificer60's post in the thread Two signs that Intel 14A will be a winner with
Like.
Source? The image I posted clearly says PDK0.5. The yes was in response to the question has Intel released the 0.5 PDK for 14A. If...
Daniel Nenni reacted to MKWVentures's post in the thread KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026) with
Haha.
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...