Intel drives AI chip supply and foundry growth despite short-term headwinds
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Intel pursues foundry capacity expansion and aims to bridge AI chip shortage through new launches like Sierra Forest, Granite Rapids, and advanced packaging tech.
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Despite Ohio factory delay, Intel secures $10B in lifetime foundry deals, highlighting market confidence in its IDM 2.0 strategy.
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Mixed Q4 results show resilience in data center segment and promise in Mobileye and Foundry Services amid inventory challenges.
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Intel's process roadmap remains on track, with the addition of Intel 14A node and new advanced packaging capabilities like FCBGA 2D+.
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Tailwinds like AI adoption and resolve of bottlenecks position Intel to benefit from demand for specialized AI chips.