Jeff Pu(@sssjeffpu):For design, GOOG team is the bottleneck in my opinion. For substrate supply, Ibiden gives the full support to Intel, while ShinKo yields are slightly ahead. All the substrate makers should feel happy about supporting Intel (one can double check). The mass delivery is far away but yield improvement is on track.

Jeff Pu

@sssjeffpu

Tech Enthusiast. 20 years tech equity research + industry.

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Jeff Pu@sssjeffpu

2026.10.21 02:45

For design, GOOG team is the bottleneck in my opinion. For substrate supply, Ibiden gives the full support to Intel, while ShinKo yields are slightly ahead. All the substrate makers should feel happy about supporting Intel (one can double check). The mass delivery is far away but yield improvement is on track.