Intel CFO targets 40% margin on advanced packaging, revenue ramp in 2H 2027
BenBajarin · x · 2026-08-27
Intel CFO David Zinsner shared key updates at the Deutsche Bank Technology Conference:
- Advanced Packaging: Margins expected around 40%, with demand already visible.
- Foundry Commitments: Raised CapEx to secure customer commitments, emphasizing "eating our own dog food" with EMIB technology.
- Revenue Outlook: Revenues expected to ramp in the second half of 2027, reaching multi-billion dollar levels.
- Demand & Talent: Significant demand seen in CPUs and Data Centers; both 18A and 14A nodes will see strong internal and external demand. Hiring the former SK Hynix CEO signals strategic intent.
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