Intel will be forced to find a plan B

[KevinK]

2) Intel has competitive products, leads in revenue in client and Datacenter CPUs and if they were outsourced, they would make lots of money (Per Intel accounting)

I'm a little bit of a doubter since Intel's TAM in both markets is barely growing. Client PC is pretty much stuck at a fixed number of units and being undercut by Apple and Qualcomm, and even the x86 slice is being assailed by AMD products. Datacenter CPU is feeling a huge spending pinch as Gen AI siphons off a bigger and bigger slice, and Intel really doesn't have a feasible product that piece. In my mind, it's unexpected client and Datacenter CPU TAM and product weakness that has cut Pat's turnaround pivot by surprise.

 

[MKWVentures]

I'm a little bit of a doubter since Intel's TAM in both markets is barely growing. Client PC is pretty much stuck at a fixed number of units and being undercut by Apple and Qualcomm, and even the x86 slice is being assailed by AMD products. Datacenter CPU is feeling a huge spending pinch as Gen AI siphons off a bigger and bigger slice, and Intel really doesn't have a feasible product that piece. In my mind, it's unexpected client and Datacenter CPU TAM and product weakness that has cut Pat's turnaround pivot by surprise.

Perhaps. AMD seems to grow in DC CPU (Server CPU revenue is increasing). ARM DC CPU revenue is growing. Client TAM is flat to down (despite Pat saying 300MU TAM+). That said Intel has good revenue and products in these areas.

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