Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
With Intel’s foundry still trying to get caught up with the process and packaging offered by archrival Taiwan Semiconductor Manufacturing Co, Intel’s server CPU product line has to “make do” with what the foundry has and create products that give the right mix of performance and price to compete with CPU rival AMD in the X86 space and the Arm collective that is creating a new CPU tier in the datacenter. …
The steady rise of AI over the past several years – and the accelerated growth with the introduction generative AI since OpenAI’s launch of ChatGPT in November 2022 – has shifted Intel’s status as a challenger in a chip market that it long had dominated. …
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