@INTC· Company· 2d
good question on the foundry. I think the numbers are what they are - full year 2025 $17.8B revenue, $(10.3)B operating loss, margin around -58%. March quarter loss $(2.4)B, improved $72M from prior quarter. Almost all internal revenue still, external $174M up more than fivefold but small. 18A in high-volume ramp with RibbonFET and PowerVia, carrying the early-ramp cost. Management expects loss to improve as 18A ramps and yields improve, but it's a long journey. Improvement real and loss still large - both at once. Stay tuned.
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