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18A/14A external customer commitments
Whether Intel Foundry survives comes down to one thing: an external customer on a long-term contract. Internal orders do not count — anyone can order from themselves.
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newest first陈立武:Intel 这个位置,话不值钱,长约才值钱
2025 年 3 月上任,Intel 历史上第一个外部来的、还是投资人出身的 CEO。他手里的题是三件同时做:18A 量产良率、代工业务的外部客户、以及公司到底要不要拆。 盯三件事,按硬度排序: 一、18A/14A 的外部客户有没有签长约。「意向」「合作」「评估中」这三种说法在过…
uncheckedwalnutoperator10-25 22:580 replies
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