Intel's bizarre comeback: yields reportedly near 80%, raising talk of TSMC talent defections
2C_ornot2C · x · 2026-09-30
Steven Glinert calls Intel's comeback an insane moment in business history — the company had obituaries being written just two years ago. He credits Pat Gelsinger with getting it back on track.
Intel's yields are reportedly around 80% (depending on die size, e.g. large GPU dies), and Glinert argues that once past a certain threshold, engineers may start jumping from TSMC to Intel.
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