| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 29, 2026 | 8/12 | 3 high, 4 medium, 1 low flags | 1 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Missed | Maintain $1.5B CAPEX budget Revised upward to $2B, 33% increase |
| Q2'26 | Delivered | 2026 wafer shipment growth year-over-year Q2 shipments up 10.6% QoQ, on track for YoY growth |
| Q2'26 | Pending | Intel 12nm product tapeout in 2027 Timeline intact but 'meaningful production' pushed to 2028 |
| Q2'26 | Pending | Silicon photonics PDK 1.0 in 2027 Maintained timeline but pushed general availability to 2027 |
| Q2'26 | Pending | Price adjustment implementation second half 2026 Letter sent but now sounds conditional based on 'factors' |
| Q2'26 | Pending | Second half 2026 stronger driven by 22nm high teens growth Q2 call just made, need Q3/Q4 to verify but 22nm already at 17.5% of revenue |
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