Remember when SemiAccurate said Intel Custom Foundries 10nm meltdown sank a $20+ Billion market cap tech giant? A sharp reader who wishes to remain anonymous pointed us to something that seems to describe the problems we exclusively revealed earlier.

It may be sheer coincidence or it may not be, but if you look at the documents in question, it is pretty clear they have a concern about something big. To SemiAccurate that something resembles chip production and the effects not having silicon for their next generation of products may bring about. Between that and an accidental conversation SemiAccurate had with a person who used to be involved in the line of chips in question, you have some pretty compelling corroborating evidence.

Note: The following is analysis for professional level subscribers only.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.