Since Lip-Bu Tan, Intel's newly appointed CEO, assumed his position a year ago, he has been spearheading a series of reforms. As a result, Intel's Integrated Foundry Services (IFS) have been steadily regaining momentum. According to supply chain insiders, Intel has substantially ramped up its equipment orders since the beginning of this year, witnessing a remarkable year-on-year increase of over 50%. As the AI industry transitions into the era of inference and Agentic AI, the significance of CPUs has surged prominently. The market remains bullish on Intel's future prospects.
