Intel (INTC) COMPUTEX 2026 Keynote summary

Opening remarks and industry context

• Celebrated the legacy of Silicon Valley and Taiwan's rise as a semiconductor powerhouse, highlighting decades of innovation and partnership.

• Emphasized the importance of engineering focus and execution as the foundation for future growth.

• Noted the critical role of Taiwan's PC ecosystem in driving technological advancement.

Product and technology announcements

• Announced Intel 18A process at full scale, with Core Ultra Series 3 and Core Series 3 powering nearly 400 PC designs.

• Highlighted Arc G3 GPU for handheld gaming, offering over 40% faster performance at half the power compared to competitors.

• Expanded edge computing portfolio with over 130 new designs and 4,000+ ecosystem partners.

• Projected physical AI to reach a $25 trillion market by 2050, leveraging PC ecosystem scale.

AI and hybrid compute advancements

• Showcased hybrid agentic inference with Perplexity, enabling sensitive data processing locally and cloud orchestration for efficiency and privacy.

• Demonstrated local and server-side AI collaboration for confidential workloads, maximizing token value per watt.

• Reinforced commitment to both data center and on-device compute for future AI architectures.