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M
Non-gaap does not include write offs and severance. correct? Looks like the issue was 18A based on foundry finances and COS finances
Jul 24, 2025
M
Which is the right approach and will keep Intel out of bankruptcy, but they will likely need to give up on the idea of competing with TSMC.
Jul 24, 2025
C
Which is the right approach and will keep Intel out of bankruptcy, but they will likely need to give up on the idea of competing with TSMC.
Jul 24, 2025
News Summary
Second-quarter revenue was $12.9 billion, flat year-over-year (YoY).
Second-quarter earnings (loss) per share (EPS)...
Jul 24, 2025
Can Intel, under the new CEO Lip-Bu Tan, pivot so quickly?
Jul 24, 2025
M
you missed the best part. Intel will be at 75K employees at end of year.
Pat decided to prioritize and invest in foundry. the write off...
Jul 24, 2025
S
Revenue about $1B above estimate ($11.9B vs. $12.8B) is a good sign. Earnings were down due to write-offs and severances. For a fairly...
Jul 24, 2025
M
Once they outsource like all successful companies, they will be fine on margins. Intel will way more productive and efficient in 6 months
Jul 24, 2025
Pat Gelsinger, as the CEO, got almost four years to improve Intel. I think Mr. Lip-Bu Tan probably has about 2+ years to right the ship...
Jul 24, 2025
News Summary
Second-quarter revenue was $12.9 billion, flat year-over-year (YoY).
Second-quarter earnings (loss) per share (EPS)...
Jul 24, 2025
Chiplet or not, higher cost is one of many reasons why Intel has about the same number of employees as TSMC and AMD combined, yet...
Jul 24, 2025
V
"TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one."
Have you thought about how Morris...
Jul 24, 2025
V
i was gonna use maths on this one (20-5)/2 = 7.5% at least i was close
Jul 24, 2025
V
it can't be 5% must be double digits
Jul 24, 2025
"TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one."
Have you thought about how Morris...
Jul 24, 2025
Like.
Which is the right approach and will keep Intel out of bankruptcy, but they will likely need to give up on the idea of competing with TSMC.
Daniel Nenni reacted to hist78's post in the thread Intel Reports Second-Quarter 2025 Financial Results with
hist78 replied to the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue.Can Intel, under the new CEO Lip-Bu Tan, pivot so quickly?