Custom chip business will accelerate sharply in the second half of fiscal 2027

“We are basically the Switzerland of this entire market right now, we work with everybody.”

“He described a customer list that now includes custom chip work for all four of the biggest U.S. cloud computing companies.”

“AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027”

“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.”