Things From Intel 10K That Make You Go …. Hmmmm

Things From Intel 10K That Make You Go …. Hmmmm
by Mark Webb on 03-08-2026 at 8:00 am

MKW Ventures Semiconductors

INTEL FORM 10-K

☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the fiscal year ended December 27, 2025.

1) Intel is constrained on manufacturing. Not by TSMC. But by IFS and mainly by Intel 7, a node from 2021. Normally constraints are good, it means you are running efficiently with lots of … Read More


Intel and TSMC IDM 2024 Discussions

Intel and TSMC IDM 2024 Discussions
by admin on 03-10-2024 at 8:00 am

TSMC Intel

In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.

The scenarios… Read More