$INTC
BULLISH2026-04-25Price around the call
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Original post
Macro_Lin | 市场观察员 · 2026-04-25
$INTC CFO David Zinsner on adanced packaging: Maybe naively I thought these opportunities would come in the hundreds of millions of dollars level, but so far what we are seeing is demand in the billions of dollars per year kind of level. This is going to be a big part of the foundry revenue as we get through this decade. The good news is advanced packaging really is a differentiated offering for us and does a lot for the customer, including allowing them to use larger reticles. There is real value to the customer, and as a result we get very attractive pricing relative to some other areas of the foundry business.
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