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transcript link = https://www.investing.com/news/tran...4-2025-eps-forecast-stock-steady-93CH-4461706
".. while yields are in-line with our internal plans, they are still below where I want them to be. Accelerating yield improvement will be an important lever in 2026 .."
".. 18AP .. we are engaging with internal and external customers on this node, delivering our 1.0 PDK at the end of last year"
".. 14A .. our PDKs are now viewed by customers as industry standard .. we have the PDK on the 14A first quarter, 0.5"
If one is to be long INTC at this point, it’s very long.
Combined with Scott Bessent’s commentary, global geopolitics in macro, and the hardline of Taiwan not allowing TSMC to bring bleeding edge node R&D and fabs (day 0) outside of Taiwan, Intel Foundry just might work out. Likely requires tens of billions in more state funding at some point.
Intel Products on the other hand… supply shortages abound, very few leading products, basically non-existent in AI with no new announcements… woof
