Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (71778)	10/23/2025 8:20:25 PM
From: Doug M.	Read Replies (1) \| Respond to of 72137

<< 18A Yields are adequate to address the supply But they are not where we need them to be drive the appropriate level of margin By the end of next year, we might be in that space Year after that (end of 2027) they will be at industry acceptable level>> "Industry acceptable level" sounds like getting towards 60% gross margins to me. Maybe not there by then, but getting there. Couple that with strong demand (down the road) and we're talking about a meaningfully higher stock price. April 2, 2024 <<As it begins to take hold, we expect to accelerate on our path toward achieving our ambition of 60% non-GAAP gross margins and 40% non-GAAP operating margins in 2030.>> Intel Outlines Financial Framework for Foundry Business, Sets Path to Margin Expansion - Intel Newsroom