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Intel Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Technology roadmap and product updates
Panther Lake, the first product on 18A, shipped its first SKU by year-end, with a major launch event planned at CES in January.
18A yield improvements have become more consistent, with industry-standard yields expected by late next year into 2027.
Leadership changes brought a focus on yield improvement, supplier collaboration, and earlier engagement with external customers.
14A node development is ahead of 18A at a similar stage, with external customer engagement starting earlier and learnings from 18A applied.
External customer opportunities for 14A are expected to open in the second half of next year into early 2027.
Supply chain, capacity, and capital expenditure
About 30% of wafers are currently externally sourced, but Panther Lake and Nova Lake will bring more production in-house.
Tight supply is leading to a shift of internal capacity from client to server products, with external suppliers supporting client volume.
Server demand is outpacing supply, with Q1 next year expected to be the peak of supply tightness, gradually improving through the year.
CapEx for next year is expected to be directionally down from $18 billion, but could fluctuate by $1 billion depending on customer wins and supply needs.
No pre-building for external foundry customers; CapEx will increase as new customers are secured, especially for 14A and Ohio ramp-up.
Market dynamics and customer demand
PC market volumes have exceeded expectations, while server demand surged in Q3, driven by AI infrastructure and delayed refresh cycles.
Server customers are seeking longer-term supply agreements, indicating sustained demand.
AI is increasing demand for both CPUs and traditional hardware, not just GPUs.
Memory shortages are a secondary concern for customers, with little historical correlation to unit declines, but the situation is being monitored.
14A customer engagement timeline
CapEx strategy for external foundry wins
AI accelerator strategy: GPU vs. ASIC focus
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Frequently asked questions
Semiconductors and Computer Components
Intel Corporation is a technology company with a primary focus on the design and manufacturing of advanced semiconductor products. The company was founded in 1968 by two legends of the semiconductor field, Gordon Moore and James Noyce. Intel is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
Intel's Product Suite and Applications
The company's most well-known product line is its x86 series of microprocessors, which have been a key component of many personal computers for decades. Intel's processors are found in a vast array of devices, including desktops, laptops, servers, and embedded systems. In addition to microprocessors, Intel's product portfolio includes a wide range of complementary technologies.
These include chipsets, which manage data flow between the processor, memory, and peripherals; integrated graphics, which provide visual processing capabilities within the CPU; and memory solutions, such as solid-state drives (SSDs) and advanced memory technologies like Optane, designed to enhance data storage and retrieval speeds. Intel's connectivity products, including Ethernet controllers and network interface cards, are also integral to the efficient operation of networked systems.
Intel's products see use across multiple sectors. In cloud computing, Intel processors power many of the servers that support cloud infrastructure, enabling the storage, processing, and delivery of vast amounts of data.
The company is also at the forefront of artificial intelligence (AI), developing hardware optimized for AI workloads, such as the Intel Nervana Neural Network Processor. In the field of autonomous driving, Intel's acquisition of Mobileye, a leader in computer vision technology, has positioned it as a key player in developing the technologies required for self-driving vehicles.
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