Ge Long Hui A P P·2025-09-04 22:31Core Viewpoint - Intel's CFO, Dave Zinsner, emphasized the critical importance of 2026 for the company's manufacturing technology, which will determine if Intel is ready to advance to more advanced process technologies [1] Group 1: Manufacturing Technology - The year 2026 is seen as a pivotal moment for Intel to assess its progress in manufacturing technology [1] - Intel will only proceed with the construction of the 14A production line after securing commitments from external customers, aligning with financial prudence [1] Group 2: Strategic Concerns - The strategy outlined by CEO Pat Gelsinger in July raised concerns among analysts and investors regarding Intel's commitment to reclaiming its technological leadership [1] - The potential decision not to advance with the 14A process could indicate a retreat from efforts to regain competitive advantage in technology [1]