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Lip Bu Tan is here for some spring cleaning.


Spring cleaning was 2022-2023, at this point they're one step from ripping the copper out of the walls.


I was super disappointed by the recent "18A will be an internal only node, 14A will be for external customers" announcement. Immediately reminded me of "we're skipping 20A because 18A is better than expected". If Panther Lake on 18A gets delayed again beyond Q1 2026, it's pretty much over for Intel as we know it and the foundry will get spun off in late 2026.


Can you still call it a spring cleaning when you take out support walls in the process?


You misspelled: "Dismantle the company to sell it piecemeal"


Don't underestimate an Asian at the helm. Give it 3 or 4 years.




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