Confidence in meeting $2 billion Arm chip demand rises again

“This is not perishable demand, to be clear. This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around…”

“These chips take a while to design. They take a while to build. They take a while to get through the entire pipeline. So we are working with our partners in TSMC for months, if not years,…”

“We really only wanted to talk about it when the product was back from TSMC. It was working, the customer validated it, and we were ready for production.”

“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.”