Yesterday, John Pitzer, Corporate Vice President of Investor Relations at Intel Corporation, participated in the RBC Capital Markets Global Technology, Internet, Media & Telecommunications (TIMT) Conference. His appearance underscored Intel’s commitment to transparent communication with the investment community and its readiness to discuss strategic direction in a rapidly evolving technology landscape.
During the session, Pitzer touched on key topics including Intel’s competitive positioning in semiconductors, its progress in manufacturing and process-node development, and how the company is aligning its resources to support growth opportunities in AI, data centers and edge computing. This engagement reflects the company’s intent to anchor investor confidence by providing clarity on its execution roadmap and financial priorities.
By speaking at this high-profile event, Intel reaffirmed its commitment to stay proactive in investor relations. Pitzer’s role in conveying the narrative positions the company to address questions around capital allocation, supply-chain resiliency, and how Intel is responding to intensifying market competition. For stakeholders, his participation offered a timely forum to hear directly from Intel’s leadership about where the company stands today and how it plans to navigate the technology shifts ahead.
"I think what's important is when Lip-Bu joined in March, he was unsatisfied by yields and he was unhappy that the progress on yields was sort of erratic. I think one of the things that's changed dramatically over the last 7 or 8 months, is we now have a predictable path for yield improvement. We've talked about in the past that the industry average yield improvement on a new ramp is about 7% per month. And we are now on that curve for Panther Lake, which is giving us some confidence as we launched the product this quarter. And like I said, if you go to CES in January, you can hear a lot more about that.
The big difference on Intel 14A is that "we are in the "definitional phase" engaging with external customers. And what that means is we're getting earlier, more and better feedback on how we're doing from those external customers at 14A than we did at 18A, and our PDK maturity is much better."
- “At our core … what Libu is trying to drive as far as the transformation is really cultural … getting the culture right.”
- “We will provide [NVIDIA] with a custom Xeon part that they will then integrate into their system.”
- “Their responsibility is the go-to-market at the system level.”
- “Our intent is to get this to market as quickly as possible, but we haven’t set a timeline.”
- “We are all in on the development of Intel 14A … and we’re feeling good with the engagements we’re having with external customers.”
- “We now have a predictable path for yield improvement … we are now on that curve for Panther Lake, which is giving us some confidence …”
3:20 PM ET | Intel Corp [INTC US]
November 18th | 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference
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