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To: Elroy who wrote (74083)	1/29/2026 4:40:43 PM
From: neolib	Read Replies (2) \| Respond to of 74132

The Gov can support Intel longer than you can remain solvent might be a issue however...

To: Elroy who wrote (74083)	1/29/2026 4:57:30 PM
From: Joe NYC	Respond to of 74132

BTW, I came across a tidbit which will not have a significant short term impact but may be important in the longer term in server CPU. Intel has this (long delayed) part called Clearwater Forest. The delays have to do with Intel (apparently) unable to get the hybrid bond technology to work on which Clearwater Forest depends. Clearwater Forest has other problems, even if the get Hybrid Bond to work, but that's a separate subject. Intel's upcoming mainstream part, Diamond Rapids apparently also uses the Hybrid Bond technology, and may be causing same issues. Additionally, Diamond Rapids uses cores without SMT (a big setback in server market) and further, in order to save the situation in the server market, LBT cancelled smaller, 8 memory channel version of DMR, in a typical Intel case of "leapfrog" decision, where they cancel the near term product in order to accelerate a more distant product. In this cane, LBT is trying to accelerate the follow up to Diamond Rapids which is Coral Rapids, which may or may not work. Clearwater Forest was to be on Intel's next node, 14A, which is not expected before 2028. The big upside in Intel's recent quarter is mainly about growing demand for server CPUs, which Intel can't fully meet. But the interesting part is that most of that unmet demand is for old Intel parts, which are slowly becoming obsolete. TLDR, Intel looks very screwed in the server market now and getting worse for the next 2+ years. Intel may be better positioned in client, market Intel already mostly owns, so not much upside. Foundry - most people underestimate the time it will take for foundry turnaround, and the "recovered" foundry will just charge higher prices to Intel Products. Just shifting margin from Products to Foundry.