… It was reported that Frank Yeary was advocating for Intel to separate from its manufacturing ambitions and pursue a foundry spin-off . …
… I do think, you know, for transparency purposes, as 14A sort of customer traction materializes, it’s likely to push out that breakeven end of 2027. I’m thinking, though, most investors will be okay with that because it will be confirmation that we can actually stand up an external foundry. …
… Related Story TSMC’s CEO Urges Employees To Buy Its Shares While Apple Bleeds On MacBook Neo, As The Foundry’s 15% 3nm Price Hike Threatens To Push Margins Into Negative Territory Focusing on Taiwan alone, TSMC intends to equip seven fabs with advanced packaging technologies, including CoWoS, WMCM,… …
… About the author : Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. …
… Now, a second price hike is expected, which will push CPU prices a further 8-10% higher by the second half of 2026. …
… And then to the extent we have excess, we're pushing all of that into the data center space to meet that customer demand. …
… It appears that Lo could manage to make 'fundamental' changes within how Intel Foundry operates, given that he secures a key position. …
… The intention within the current Intel administration to ramp up the foundry business is definitely there, but to become an alternative to TSMC, a lot needs to be done . …
… However, the server CPU segment is what Intel is currently pursuing, which is why the firm is also pushing the consumer market to the back seat. …