Matt Bryson

You don't know with their guide how much is the disappointment on the top line.

Is it their inability to fulfill demand?

or is it just demand has dipped?

So it's a little bit hard to tell.

When Intel tells you that they're really supply constrained, you don't know with their guide how much is the disappointment on the top line.

Is it their inability to fulfill demand or is it rather just demand has dipped?

I think there's been a whole lot of optimism around Intel potentially turning a corner.

You have their new 18A products out.

And that really is going to define what Intel looks like moving forward.

Do they get these new process nodes to work?

And hearing that yields are difficult, that's not a great start.