Intel 4Q25
+ve: Demand outstripping supply, PL momentum, 18AP PDK 1.0 in customers' hands, 14A 0.5 PDK test chips ongoing, ASIC traction ($1B run-rate) and advanced packaging momentum, spending on Intel7/3/18A capacity expansion in '26 (good news for semicaps), yields alone could add much capacity without capex-ve: supply tightness could cap rev; low yields, market share risk in PC and DC and 14A customer commitment (yet to come)Source: Sravan Kundojjala
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