Morgan Stanley reports Intel 18A yield at 50%

[hist78]

I think LBT did a great summary on this. First window was clearly missed for 18A.... everyone looked.... everyone passed. there is a lot of follow on opportunities for 18A for next 3-5 years

and LBT is trying to hit first window on 14A. I cannot imaging a company prioritizing Intel over TSMC until Intel delivers but you never know. @Daniel Nenni is the expert here (and as he always says there is the "NOT TSMC" market)

The “Not TSMC” market does exist, but it is limited to the foundry business. In my opinion, Intel’s most challenging and risky problem is the “Not Intel” competition facing its product division.

While Intel’s competitors are experiencing rapid revenue and profit growth, Intel’s product division is seeing little to no growth in both revenue and ASP.

At this moment, I am not too concerned about Intel’s profitability. However, stalled revenue (compared to competitors) and declining ASP may indicate a long-term and serious problem on the Intel's product itself.