Intel faces a 'multi-quarter' issue balancing PC weakness with AI data-center gains: Vivek Arya
14 Articles
14 Articles
Intel faces a 'multi-quarter' issue balancing PC weakness with AI data-center gains: Vivek Arya
Vivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Squawk Box' to break down Intel's quarterly earnings results, the company's AI data center vs. PC business, and more.
Intel says it’s selling every affordable laptop chip it can make
During Intel's latest earnings call, CEO Lip-Bu Tan said that demand for its budget-focused Wildcat Lake chips "is outstripping supply." According to CFO David Zinsner, the chips are now sold out. Zinsner said Intel has "seen significant growth in Wildcat Lake. It's coming exactly at the right time because it's cost-optimized and we're seeing a […]
Intel's Wildcat Lake chips for budget laptops have sold out as the computer market grapples with a RAM shortage. The crisis is being driven by the increasing memory usage of AI data centers. Leading memory manufacturers are warning that this RAM shortage could continue until 2028 or 2030.
Intel warns memory and component shortages will last through 2027 due to AI demand. Read how PCB bottlenecks and sold-out budget chips impact PC prices.
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