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They need to ramp down Intel 7 and increase Intel 3/18A output if IFS needs to show to be profitable now is a perfect time to ramp Intel 3 cause of the demand but they are still not ramping it. Intel 7 is a poorly designed node from cost perspective
the shortage gives them the leverage to push people off of 7 (there are people on 10 too). they we can see if they can make 18A cost effective with higher volume.
FYI: one way to track this. In future we will know that there is success when Intel states that GM improved due to increased 18A loadings and less loading on Intel 7. Previously, the opposite was stated (18A lowers margins, Intel 7 increases margins). Intel always does a "GM walk" in the 10Q so this should be clear.
