Research Archive
Intel Pro Day 2026: Intel’s Commercial AI PC Push
The next phase of the AI PC market will be won less by raw AI specifications and more by enterprise usefulness. Intel is repositioning the commercial PC as a managed, secure, on-device AI endpoint that can execute work, observe itself, and improve user experience without sending every workflow back to the cloud. What stands out…
Intel Foundry Technology Bets: A Full-Stack Strategy for the Disaggregated Era
The Disaggregated Era of Design The semiconductor industry is entering a new phase. Progress is no longer measured by packing more transistors onto a single monolithic die. It is measured by how effectively systems are composed from smaller, specialized components. This is the disaggregated era of design. As Moore’s Law slows and the cost and…
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…
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…
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…
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…