“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”
“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”
“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”
“Intel CEO Lip-Bu Tan said on the earnings call that the company's 18A-P node, a variant of its 18A family, is on track to launch by the end of the year.”
“Intel CEO Lip-Bu Tan said purpose-built silicon is its "fastest growing business segment," and has tripled over the last three years.”
“Tan told Nikkei in an interview in Tokyo earlier this month that Intel was "80% done" with its restructuring.”
“The CEO says rebuilding a competitive foundry business will take years, even with billions of dollars in government and private investment.”