BlueFin Research reports Intel has resolved 18A wafer-to-wafer yield variability, with output ramping towards 30,000 wafers per month across Phoenix and Hillsboro facilities. Intel's Q2 revenue is predicted to land in the upper half of its $13.8B to $14.8B guidance, extending a seven-quarter beat streak, driven by server and consumer CPU price increases. Management is expected to reaffirm the 18A trajectory with actual yield data and provide named or quantified EMIB packaging commitments for the second half of 2026.