Research Archive

May 5, 2025 / Ben Bajarin

Intel Foundry Technology Bets: A Full-Stack Strategy for the Disaggregated Era

The semiconductor industry is entering a new phase, one defined not by squeezing more transistors onto a single monolithic die, but by how intelligently we compose systems from smaller, specialized components. This is the beginning of the disaggregated era of design. As Moore’s Law scaling slows and the cost and complexity of large chips climb,…

April 25, 2025 / Ben Bajarin

Intel’s Q1 2025 Earnings: Navigating Challenges Amid Strategic Shifts

Key Takeaways Weak Q2 Guidance Reflects Tariff Uncertainty: Intel guided Q2 revenue significantly below expectations at $11.8 billion, down 7% quarter-over-quarter, citing macroeconomic uncertainty and potential tariff-related demand impacts. Product Delays and Competitive Pressures: The delay of the first 18A product, Panther Lake, to late 2025 and reliance on older Intel 7 processes highlight ongoing…

September 24, 2024 / Max Weinbach

After a few days with Intel Lunar Lake, Intel is back!

Key Takeaways: Intel is back(!) with a really good, really efficient core design. Intel’s tiled SoC with TSMC N3B compute tile and N6 I/O tile works really well We’re at a point where performance and efficiency among all major PC silicon providers is more or less equal, moving the differentiation from silicon to actual device…

September 3, 2024 / Max Weinbach

Intel Lunar Lake: Intel’s return to the top

Today, Intel unveiled its highly anticipated Lunar Lake platform at IFA 2024 in Berlin. This launch marks a significant leap forward for the company, showcasing its commitment to leading the charge in AI-powered computing, high-performance graphics, and energy efficiency. With a focus on delivering exceptional user experiences through improved efficiency and performance in thin and…

August 2, 2024 / Ben Bajarin

Intel: The Path to Full Recovery is Product, Product, Product

Talking about Intel after this quarters news feels like it needs to be more a deep conversation than a post, but given this is probably the hottest topc in semis right now, there are a few points to get across. First, the cost reduction plan is clearly necessary. There has been mounting evidence that Intel…

February 23, 2024 / Ben Bajarin

Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era

Intel hosted an event, which was essentially the Intel Foundry coming out party.  It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime…

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