Intel 1Q25: Tariff pull-in again, OEM cost preferences drive demand for older gen products, AI PC slowdown, DC AI roadmap re-evaluation, hints at custom silicon, reduced capex for CY25 (for CY26 as well), 18A on track, TSMC a key partner, cultural change needed for foundry success
Source: Sravan Kundojjala
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments