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Chained ramblings

I don't usually write much about my opinions, but I suppose I can afford to be wrong once a year. Because are, after all, opinions; I don't have all the information, and I'm bound to make mistakes. Besides, I've been reading analyses from professional analysts for years, and they're constantly wrong, so I have at least the same right to make mistakes as they do. Don't take this analysis as a basis for investing. It was originally written in another language, so it may contain translation errors. I hope no analyst ever reads this! You should have more information than I do! I'm going to start with something I've been wanting to talk about, and that's N2. About two years ago, I realized that N2's yield metrics were terrible. Back then, we didn't have the 18A data, so we couldn't compare, but everything changed when the Blues reported a figure of less than 0.4 in September 2024. From then on, it was clear to me that N2 wouldn't have ...
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23rd Annual Global Technology Conference

But before we begin, please note that today's discussion may contain forward-looking statements that are subject to various risks and uncertainties and may reference non-GAAP financial measures. Please refer to Intel's most recent earnings release and annual report on Form 10-K and other filings with the SEC for more information on the risk factors that could cause actual results from different materiality and additional information on our non-GAAP financial measures, including reconciliations where appropriate to the corresponding GAAP financial measures. That's harder to do than, you know, you make it seem.   You did it well, Tom. All right. Appreciate the time this morning.   Yeah, thank you for joining us. So, why don't we start on 18-A? I understand it's always a tough question because everyone asks, you know, give us mark-to-market and it's difficult because they're obviously very customer-specific. But how are things progressing there? And t...
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