Intel Foundry: How They Got Here and Scenarios for Improvement

Intel Foundry: How They Got Here and Scenarios for Improvement
by Mark Webb on 03-11-2026 at 8:00 am

Intel Foundry How They Got Here and Scenarios for Improvement

How do you get a shortage while not growing???

Intel Announced earnings in January. Then David Zinsner presented updates on business this week. David is open when talking and always shares 2-3 things he probably should not share. Often he shares things some of us know, but we cannot present because it is not public. Then he makes it… Read More


Things From Intel 10K That Make You Go …. Hmmmm

Things From Intel 10K That Make You Go …. Hmmmm
by Mark Webb on 03-08-2026 at 8:00 am

MKW Ventures Semiconductors

INTEL FORM 10-K

☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the fiscal year ended December 27, 2025.

1) Intel is constrained on manufacturing. Not by TSMC. But by IFS and mainly by Intel 7, a node from 2021. Normally constraints are good, it means you are running efficiently with lots of … Read More