Uncapped with Jack Altman · Jun 30, 03:33 PM UTC
Intel's chip yields remain low despite government equity stake
“Um the government has made this big bet on Intel uh taking an equity position in the company to try to get them to the point where they can be not only a manufacturer of their own chips but also as a merchant supplier of uh chips to to other people. Uh their yield rates are still really low.”
Quoted source · 50:12–50:31 · 8 source segments
- [1] 50:12–50:17
- [2] 50:14–50:19
- [3] 50:17–50:21
- [4] 50:19–50:23
- [5] 50:21–50:25
- [6] 50:23–50:28
- [7] 50:25–50:29
- [8] 50:28–50:31
Model assessment
The transcript indicates that Intel's yield rates are still really low and that there hasn't been much traction from the CHIPS Act money spent, suggesting ongoing manufacturing challenges. This is a material negative catalyst for Intel's expected fundamentals.
9 exact transcript citations