News Intel Panther Lake samples with flagship 18A node have been powered on at eight customers — Co-CEOs dispel rumors regarding poor silicon health

[phead128]

Intel Product "alone" is going to save Intel Foundry. Do you know that Apple is like 40% of all TSMC revenue in 2022.

Apple is a beast compared to Intel Products, TSMC can survive off the premium that Apple pays for leading nodes as it's sole customer, the same can't be said about Intel Products.

Do you know how many things that intel is FABing / making.

80% of Laptop CPU.
50% of Server CPU.
All the chipset mentioned above
In 2025, I am estimating that Arc Battlemage should have 15% of GPU. Look at B580.

That is already at least if not larger than Apple, i.e. 40% of TSMC revenue of 2022. Of course, now Intel is fab at TSMC temporary so Apple Share is lower.

The market is forward facing, it doesn't matter if your revenue is high from Client Computing Group, your business model does not exist in a few years, your stock price will reflect this.

Vs Apple
5% of Laptop CPU
50% of Mobile Phone SoC

Vs AMD
10% of Laptop CPU
70% of Desktop CPU
But Laptop Vs Desktop sales is around 3: 1
The internet really wants Intel goes down but in fact Intel is all the way up and up.

What you are ignoring is that Intel is planning $100 billion in fab expansions by 2030, so it needs third-party external customers to justify the return on investment on the expansion of capacity. A diverse customer base is needed for a sustainable growth beyond internal demand alone to justify this enormous expansion plan (which CHIPS ACT is a tiny fraction, was used up when Intel lost $16 billion in a single quarter).