Intel CEO Says He Has Discussed Potential Cooperation with Lisa Su, 14A Process Set to Enter Risk Production Stage
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Author:小编   

Intel CEO Lip-Bu Tan revealed during a fireside chat with the Chinese American Semiconductor Professional Association on October 24 that the company is actively advancing its advanced process and customer collaboration strategy, striving to secure leadership in CPU performance while exploring cooperation opportunities with competitors such as AMD. He noted that the surge in demand for AI inference has driven the expected CPU market size to $200 billion, with Intel securing customer shares through long-term agreements and experiencing a steady recovery in average selling prices per core. Meanwhile, Intel's 18A process technology yield has exceeded expectations, with the breakeven point for its foundry business set to arrive at least one quarter earlier than projected. Tan also emphasized internal cultural transformations, including streamlining management levels and strengthening financial discipline to enhance execution.