Intel Foundry: How They Got Here and Scenarios for Improvement

Intel Foundry: How They Got Here and Scenarios for Improvement
by Mark Webb on 03-11-2026 at 8:00 am

Intel Foundry How They Got Here and Scenarios for Improvement

How do you get a shortage while not growing???

Intel Announced earnings in January. Then David Zinsner presented updates on business this week. David is open when talking and always shares 2-3 things he probably should not share. Often he shares things some of us know, but we cannot present because it is not public. Then he makes it… Read More


Intel’s Death Spiral Took Another Turn

Intel’s Death Spiral Took Another Turn
by Claus Aasholm on 08-04-2024 at 8:00 am

Intel Death Sprial 2024

Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.

So what are the facts?
From a revenue perspective, Intel was inside… Read More