Going to be a loss for rest of 2024 and 2025.
DZ called it the "trough".
I guess CPM is coming for Intel Foundry..
Here we go...
https://www.reuters.com/technology/intel-discloses-financials-foundry-business-2024-04-02/
9 replies (most recent on top)
Result of big corruptions that need to be investigated throughly.
Id--ts are destroying su-king Intel
@1lzv+1rQcUbJl, the next phase is the cliff... Now that the cat is officially out of the bag expect actions to be announced soon. I won't be pretty and the job market isn't great. Frankly, I wasn't expecting this until Q1 "earnings" in a few weeks but it was inevitable. Actually, after this Q1 earnings will be a near term bright spot.
So we've moved from the "saddle period" to "the trough". LOL
Am I reading the slides correctly?
We’ll maybe break-even if all of the stars align by 2030?
What a joke.
Nobody is buying that load of sh!t.
It’s not like TSMC is going to stand still for 5 years. This screams amateur hour by the executive team.
Once again, Intel id10ts can’t tell sarcasm from @sad+1rQcUbJl
Read the last line…
You guys are so thick it hurts.
No wonder Intel is in the sh!tter.
When they talk about the “whale”, does anyone else get crazy old fisherman vibes? Reminds me of the old guys by the river talking about the one that got away.
They should just replace Pat with the guy from Jaws. “Ain’t like goin’ down to the pond and chasing bluegill or tommy cods. This process node…swallow ya whole”
I am not arguing at all:
Stay the course - riding to to bottom
Execute to the plan - pretend nothing is wrong
We are on track - a track to splitting
We will have unquestioned leadership - we should question leadership
We have high NA machines - very few, and too late.
Our transistors are better - on TSMC silicon, yes
Do not panic.
Everything is fine.
There is a whale 🐳
Stay the course.
Execute to the plan.
We are on track.
We will have unquestioned leadership.
We have high NA machines.
Our transistors are better.
If you believe all of that, you deserve your fate.