Kristina Partsinevelos(@KristinaParts):Intel CFO: foundry is two businesses - wafers and adv. packaging. On packaging side: "We have already started to get backlog there." Lip-Bu Tan has "good line of sight to billions of dollars in business now on advanced packaging." It's differentiated vs co-packaging. $INTC

2026.07.23 20:41

Intel CFO: foundry is two businesses - wafers and adv. packaging. On packaging side: "We have already started to get backlog there." Lip-Bu Tan has "good line of sight to billions of dollars in business now on advanced packaging." It's differentiated vs co-packaging. $INTC

Kristina Partsinevelos@KristinaParts

2026.07.23 20:31

Intel CFO on foundry: no new customer names tonight. But on data center supply: "We're undershipping them by quite a bit. We did in the 2nd quarter, we will in the 3rd quarter. We're expecting that to be the case in the 4th quarter." That's three quarters of caught demand. $INTC