“Beyond that, it's going to start to become less and less to the point where it's actually not going to be a headwind.”

In context

“s how much will the headwind be on... John Pitzer: On ongoing basis. David Zinsner: On an ongoing basis is what you're saying? Srini Pajjuri: Ongoing basis? Yeah. David Zinsner: Okay. All right. So I think the best way to think about it is, we were -- I don't know, 400 basis points or so off on the gross margin taking into account revenue was part of it. It was a meaningful chunk of that 400 basis points. There was the write-offs related to legacy businesses and the mix and underutilization also affected and it wasn't an insignificant amount, but that was a good portion of that 400 basis points, let's call it that. And that will be the case in the third quarter probably given the increase. I think we're talking about a 50% increase in Meteor Lake quarter-over-quarter in the third quarter. Beyond that, it's going to start to become less and less to the point where it's actually not going to be a headwind. Patrick Gelsinger: Yes, it becomes a tailwind. David Zinsner: Yes, exactly. Patrick Gelsinger: As the Ireland factory ramps, a production factory will have a lower-cost per wafer start than a TV factory like Oregon. So it becomes a headwind as we go into next year. David Zinsner: Tailwind as we go into... Now as we -- now the challenge for next year will be, we'll now be ramping Lunar Lake next year. Lunar Lake has the memory in the package, so we're going to have to essentially buy that at a price and turn around and include that in our price at 0% margin. So that puts some negative pressure on the margins. And additionally, it's got more of the content sourced externally, and as you know, we're seeing some inflation. So that one then becomes more of the -- Meteor Lake starts to be helpf”