Locator: 49791INTC.
Tag: Intel
Earnings after the close.
This morning before earnings announcement:
- revenue likely to decrease 6% y/y
- EPS between and 8 and 12 cents (non-GAAP)
Past performance:
Conference call:
- needs to address process yield for the 18A; historically it's been under pressure; at least 70% needs to be reported; ultimately, to be profitable, needs to be > 90%;
- 18A customers right now; this year (2026);
- update on 14A; won't be ready until 2028?
- further discussions regarding Apple;
- further discussion selling some fabs to TSMC;
