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I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
Jan 25, 2026
H
I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
Jan 25, 2026
H
From my understanding, actually the gap is widening not narrowing. There are lots of revenue tricks for IDM in Foundry business and...
Jan 25, 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 25, 2026
If you are taking about SPR it was a design issue 10nm didn't have any issues after TGL ramp so like end of 20 start of 21 Intel 10nm...
Jan 25, 2026
That bears on our current discussion (you and myself, I'm working on an effort post when I have time), of "Is the IDM model fatal?"...
Jan 25, 2026
1. DC was up, and given they cannibalized ccg, I don't think that is the case, they had nothing to sell even with clients wanting to buy...
Jan 25, 2026
18A does not have a better margins today or throughout most of 2026. Margins go down the more 18A ramps. Margins on 18A are negative...
Jan 25, 2026
Whatever the number, it's important to note that the problematic SKUs are only a small part of the entire Raptor Lake lineup, which has...
Jan 25, 2026
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 25, 2026
I agree with you -
Though the only scenario I can think of this making sense is if the cloud companies decided to do a large # of...
Jan 25, 2026
The Wall Street Journal has a different take on this 4% issue than I did. They propose it was due to not being able to meet demand for...
Jan 25, 2026
I'm very unsure...
Jan 25, 2026
Personally I think it's impossible...
Jan 25, 2026
K
Lets say that OpenAI States that they do not see a time where they can make money and Investors state that spending needs to be flat...
Jan 25, 2026
Daniel Nenni reacted to hskuo's post in the thread KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026) with
Like.
I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
How does intel shrink, get constrained, and lower product margins in this environment? IMO not a good con call for LBT. Bad news, no...