“When we look at 18A, our goal of bringing everything in-house, getting to a 70%, approximately 70% mix, remains steadfast, and there's no change to that POR, and Pantherlight helps us get on that journey.”

In context

“t we've got a good product portfolio, but as Lip Bu said, we want a very strong Seydou ratio. So we're going to commit to a number that we can beat. John Pitzer: Srini, do you have a quick follow-up? Srini Pajjuri: Yeah. And then on Panther Lake, I know Lip Bu said, you know, it's a priority to ramp AT and A with Panther Lake. I know in the past, your target was to, I guess, bring in 70% of the die in-house, to 18A. Just wondering if that's still the target. And then, as we look forward to NovoLake, has the decision about, you know, internal versus external been made yet? If so, you know, maybe you can give us some color on that as to what percent or, you know, how you think about internal versus external mix for NOLA. Thank you. Michelle Johnston Holthaus: Yeah, both are great questions. When we look at 18A, our goal of bringing everything in-house, getting to a 70%, approximately 70% mix, remains steadfast, and there's no change to that POR, and Pantherlight helps us get on that journey. You know, talked about this in Q3. I talked about it in Q4. One of the great strengths we have is the fact that we do have optionality when it comes to where we build our products. We build products with TSMC, Samsung, and Intel. And so when you look at Nova Lake, really, what we've done is we've optimized at the SKU level the process node that we're going to use. And so when you look at Nova Lake, you'll see product both at TSMC, and you'll see product internal to Intel. But when you look at the aggregate of Nova Lake, we will build more wafers on Intel process than we are on Panther Lake. So that commitment to continue to drive wafer growth with our internal foundry partners remains steadfast, and there's no change to strategy there. David Zinsner: I just add one other thing that just I”