Intel did pretty well this last quarter but two things they said in the last quarterly call stuck out to SemiAccurate.
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Lets put this to bed once and for all, Intel has at least one volume foundry customer for their 18a/ap process.
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There are a lot of rumors going around about Intel Foundry customers, now SemiAccurate can confirm another one.
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Why are Intel’s manufacturing costs so high and what does it mean for the future?
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Intel is in deep trouble, the 18a process is broken, and it is all down hill from here, right?
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The question on everyone’s mind is what company is Intel’s marquee foundry customer?
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Intel is outing a lot of data points at today’s analyst day, some of which are known, others new.
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