Intel 2Q25
- Except for parts of CCG nothing seems to be working for Intel now; persistently under attack in high share markets (PC/DC); limited AI participation; foundry success contingent on 18A internal product execution and nowhere near TSMC-level financials- $4.4B Intel foundry revenue at -72% OPM; just $22M external foundry revenue- Tariff driven pull-ins for the 3rdstraight quarter (unusual vs peers)Source: Sravan Kundojjala
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