gfoong
07-10

$Intel(INTC)$  

Client Design - Fixing a lot of legacy issue and competing Frontline now. Power efficiency is greatly reduced to be able to compete with Qualcomm. Let's see!!

Server Design - Intel AI still quite far from NVidia. However, AMD and other companies are on the same situation as Intel now.

Fabrication - 18A project is up. Intel will lead in process node again. Not just node but also PowerVia. Not Lunar Lake but Panther Lake. 

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