Kunjan Sobani
speaker
192 appearances
17 recordings
2 series
first heard Apr 2026
last heard 3 Sep
Kunjan Sobani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Sep 2026 with 10.
Appearances
But yeah, on the Foundry business, we are seeing like the correct milestones and the correct checkmarks where Intel 18A yields are improving.
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We saw that help with the big gross margin beat even better than the revenue beat.
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that we saw in the quarter.
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The 14A based on the company is running much better in time where 18A was in the past.
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And we have, of course, seen a lot of engagements and announcements from external customers like Elon, et cetera, right?
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So we are seeing them go in the right path.
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However, there's a lot more wood left to chop here.
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We need them to continue showing execution because at the end of the day, you need to still come up with a competitive, cost-optimized process.
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Otherwise, these customers that are announcing might not deliver you products.
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Well, it's based on, again, what we have been having the discussions, but we do want to caveat, even though the projects are confirmed, what the hanging part here is the magnitude of revenues we don't know, right?
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The timing of products.
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So like I mentioned, if you don't deliver on your execution, very well, most of the revenue and products could not land to Intel and go to someone else.
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