$Intel(INTC)$ I think ARL and

2024-05-17

$Intel(INTC)$ I think ARL and LNL will have the same cores, so ARL is the version optimized for desktop and high powered laptops. LNL is the version for thin and light notebooks, tablets, and handhelds on TDP's. LNL should be a great proxy for ARL performance, and LNL is rumored to have impressive performance. It looks like a very exciting back half for Intel. Pat has been consistent--they will roll ARL in '24. Something similar to MTL is likely imo. Intel appears to be executing well in IPG and in the fabs. No wonder Gelsinger has been backing up the truck buying INTC on this correction lately!

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pixelo
2024-05-20
pixelo
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