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Re: fastpathguru post# 127541

Wednesday, 01/15/2014 5:08:28 PM

Wednesday, January 15, 2014 5:08:28 PM

Post# of 151836
Intel is ramping smaller processes and keeping wafer starts flat and has a general trend of smaller dies. Does that suggest their capacity is shrinking? See slide 40 and 45 from what Alan posted yesterday.

http://files.shareholder.com/downloads/INTC/2896404179x0x709360/2D44DBF8-58B8-403F-B0E8-16E114CFF0E8/2013_IM_Smith.pdf
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