Well, he's not technically wrong. You need the actual production metrics to say if he's full of shit though.
this post was submitted on 07 Dec 2024
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Tldr it should be yield rate per area
It's not the right measure for progress. It's the right measure for viability. If yield is terrible, the end product may cost too much to market.
Gelsinger replied to a post by a prominent analyst, Patrick Moorhead, where it was initially claimed that Intel's 18A wasn't tested on a PDK 1.0 but rather an older design kit, which is why the yield rate figures are reported so low.