MARCH 4, 2026 AT 04:37 PM
Intel (INTC) CFO says CEO lip-bu Tan has "opened up a lot of data" to partners which has helped improve yields on new manufacturing tech, via MS conference
Importance
Level 1
- Now at or even slightly better than that glide path on yields across its process, with a "pretty steady yield progression" expected throughout this year and probably a bit ahead of schedule.
- CEO Tan is recognizing 18a manufacturing technology is actually a good node to offer to external customers as well.
- Chip industry is suffering shortages all over the place.
- Supply constraints to persist throughout the year
- Factories are operating at above 100% capacity.
- Memory chip shortage to persist through 2027.
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