Lip-Bu Tan
CEO, Intel (INTC) · CEO, Intel
“Long-term agreements signed — including with Google, typically spanning 3-5 years.”
“Advanced packaging backlog shifted from 'hundreds of millions' to 'billions of dollars per year' in demand.”
“18A output increased meaningfully in the quarter. Yields continue to track ahead of expectations. We are now ramping multiple new products on 18A... including Panther Lake and Wildcat Lake.”
“PDK 0.5 is now complete, and PDK 0.9 is on track for October. Defect density and transistor performance are all outpacing 18A development... I'm increasingly confident that 14A will be a highly competitive process offering.”
“Customer interest for EMIB-T continues to be very high... we continue to have a growing EMIB-T backlog. Yield and reliability are hitting targets... to support customer ramps in 2027.”
Lip-Bu Tan
One-line summary: CEO of Intel; primary speaker on INTC Q1 2026 earnings call confirming Google 3-5yr LTA, packaging backlog shift to 'billions/yr', and 6th consecutive quarterly beat.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On (no topic linked):
"Long-term agreements signed — including with Google, typically spanning 3-5 years." — 2026-04-23-earnings-intc-q1-2026
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On (no topic linked):
"Advanced packaging backlog shifted from 'hundreds of millions' to 'billions of dollars per year' in demand." — 2026-04-23-earnings-intc-q1-2026
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On us-fab-capacity-bottleneck:
"18A output increased meaningfully in the quarter. Yields continue to track ahead of expectations. We are now ramping multiple new products on 18A... including Panther Lake and Wildcat Lake." — 2026-07-23-earnings-intc-q2-fy2026 (2026-07-23)
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On us-fab-capacity-bottleneck:
"PDK 0.5 is now complete, and PDK 0.9 is on track for October. Defect density and transistor performance are all outpacing 18A development... I'm increasingly confident that 14A will be a highly competitive process offering." — 2026-07-23-earnings-intc-q2-fy2026 (2026-07-23)
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On us-fab-capacity-bottleneck:
"Customer interest for EMIB-T continues to be very high... we continue to have a growing EMIB-T backlog. Yield and reliability are hitting targets... to support customer ramps in 2027." — 2026-07-23-earnings-intc-q2-fy2026 (2026-07-23)
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