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

• 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.

Intel's CFO has indicated strong yield improvements in their manufacturing technology, which suggests better operational efficiency and potential revenue upside. This positive outlook may enhance investor sentiment, especially in a semiconductor sector grappling with persistent shortages, as it indicates Intel's ability to meet demand and potentially seize market share. The continued supply constraints heighten the importance of Intel's advancements, positioning them favorably within an increasingly competitive landscape.