More than 40 years covering tech, now freelancing on chips and enterprise tech for the New York Times--and playing a lot of music. [email protected]

San Francisco
Joined September 2007
Micron's gross profit margin in its fiscal Q4 was 86.8%. I wonder if they can hit 100%
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Don Clark retweeted
From the $INTC call. Particularly the last sentence. FINALLY they said it lol. "We made the decision in Q2 to fully committed to high volume ramp in 2028" "Our early work on Intel 14A continues to make good progress. We continue to build out and validate the IP portfolio for Intel 14A as we position the 14A family for broad adoption across a wide range of customers. I'm pleased to see the increasing momentum in customer engagements for Intel 14A, and I'm increasingly confident that 14A will be a highly competitive process technology across the key vectors of performance, power, density, cost, and schedule. With encouraging progress from external customers and increasing demand from our internal product teams, we remain on track for Intel 14A risk production for internal products in the second half of 2027 and we made the decision in Q2 to fully committed to high volume ramp in 2028"
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Micron is minting money, it seems, with gross margins for some units of its memory business as high as 87 percent, and a projection of a $50 billion revenue quarter investors.micron.com/news-re…
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Micron's gushing Q2 profits come on a 74 percent gross margin for its data center memory chips. That's pretty impressive
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Michelle Johnston Holthaus, CEO of Intel Products, is departing the company, Intel just announced.
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