Intel CEO interview
https://wsw.com/webcast/evercore28/intc/2366726
- We are not going to keep up with overall TAM growth until we get into 2025-2026
- Q2 Q3 is going to be bottom.
- “2024 we think we are competitive, 2024 we think we are back to unquestioned leadership.” – So 2023 is AMD/ARM’s year
Long one but these three points stuck out for me. Unless macro deteriorates further, it will be amd sweeping the floor in market share next year.
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