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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 22, 2026
It doesn’t sound right. From 2020 to 2024, Intel spent about $109 billion in Capex to build capacity. How could Intel’s revenue shrink...
Jan 22, 2026
P
Xi Jing Ping couldn't care less about world economy. He doesn't give a sh8t about his own people suffering, why would he care about any...
Jan 22, 2026
So these yields are wafer probe yields? backend test yield? are the probe yields KGD? (so backend yields are super high?
Jan 22, 2026
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
Jan 22, 2026
M
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 22, 2026
@Brady, I believe you might over estimates some of this forums members. ^^^
Jan 22, 2026
Fab should be abandoned
Jan 22, 2026
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
Jan 22, 2026
Up until January 21, 2026, Intel’s trailing twelve‑month (TTM) EPS was about $0.01. That’s why Intel’s P/E ratio reached a stunning...
Jan 22, 2026
M
So these yields are wafer probe yields? backend test yield? are the probe yields KGD? (so backend yields are super high?
Jan 22, 2026
Actually Intel EPS is negative. It is only positive if we use Generally unaccepted accounting principles. P/E is infinite.
At least...
Jan 22, 2026
M
Actually Intel EPS is negative. It is only positive if we use Generally unaccepted accounting principles. P/E is infinite.
At least...
Jan 22, 2026
K
The Art of the Deal!
Jan 22, 2026
K
US Treasury Secretary Scott Bessent identified Taiwan's overwhelming control of advanced semiconductor production as the gravest danger...
Jan 22, 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...
Daniel Nenni reacted to MKWVentures's post in the thread KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026) with
Like.
So these yields are wafer probe yields? backend test yield? are the probe yields KGD? (so backend yields are super high?
Haha.
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
@Brady, I believe you might over estimates some of this forums members. ^^^
Wow.
US Treasury Secretary Scott Bessent identified Taiwan's overwhelming control of advanced semiconductor production as the gravest danger...
