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To: Doug M. who wrote (69106)8/7/2025 12:50:38 PM
From: THE WATSONYOUTHRespond to of 72993
 
Lip-Bu told us several times that don't expect orders until they
crank out 18A for themselves successfully. We've been told
several times that ramp is going well starting at the end
of this year. Regardless of what Rueuters said, Naga said
that it's on the same trajectory (or a little better) than Meteor Lake.

so the Lip said that?....what?..... after hearing it 5 times on this board??...you give the Lipster too much credit

Meteor Lake Yields initially sucked...dragged down GMs by their own account

rumors not good about 18A.........fortunately only rumors.....for now


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