Rebuilding a competitive foundry business will take years

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”

“It is the greatest time in the history of the industry and for Applied Materials. AI is driving incredible computing demand.”

“We're guiding for tremendous growth. This inflection is going to go on for a very long time.”

“An EUV system, if you look at the price, is going to be more expensive than a low-NA system, but the cost of making a wafer with this tool on some advanced layers will be cheaper. We can…”