How long will Intel’s good numbers last?

Seems like everybody can’t stop talking about the good quarter that Intel has had. Think that Intel owes that success to the circumstances on the semiconductor market. Even though things are looking good for Intel right now ( the deal with Apple, new products that are announced etc..) but I think these shortages in supply are going to backfire on us in 2019. A lot of customers lost a lot of money due to Intel not being able to deliver. I get the fear of oversupplying the market with products, but this is equally damaging.

https://seekingalpha.com/article/4223910-intel-semiconductors

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14nm fully depreciated, they’ve been running for far longer than ever planned on high margin logic. So even beyond the lagging yield numbers, huge cores count with no scaling and the deal Apple got on modems the cost structure made up by selling huge margin on sever covers a lot of the manufacturing inefficiency. That cost margin won’t continue for much longer. The product teams need to move to advance node and are losing patience and have to find a response to be competitive with EPYC on TSMC 7nm. Can’t keep 14nm ++++++, LOL.

Next year with escalating trade war, likely tariffs and restrictions on selling to China the x86 CPU from the Trumpster and lastly the 10nm sad ramp will be simply EPYC to diamanté’s. Bean counter Bob can hide some of it by keeping high margin on 14nm and carefully ramping minimum 10 to avoid depreciation, but on the end you gotta depreciate or write down all that quadruple pattern tool set as the move to EUV that don’t need it, it will be EPYC indeed

The cost cutting has already damaged technical capabilites beyond repair. The end is imminent.

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How long will Intel’s good numbers last?

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