hapabapa In an era of impressive innovation but incredible competition in the semiconductor market, it’s fascinating to watch how the major players have been refining their strategies and messaging at this year’s Computex show in Taiwan. Both in relation to major trends like generative AI (GenAI) and against their competition, the big tech players have been working to position themselves in unique and differentiated ways. In the case of Intel ( NASDAQ: INTC ), whose CEO Pat Gelsinger gave the 5 th major CEO keynote here, part of the job was to reassure the industry that the long-time leader was back in full force.
In typical energetic fashion, Gelsinger laid out a wide-ranging vision for the company, offering deep dives on new server architectures (Xeon 6), AI Accelerators (Gaudi 3), and new Copilot+-compliant AI PC architectures (next-gen Core Ultra, codenamed “Lunar Lake”). Along the way, he also highlighted the company’s efforts to transform its foundry chip manufacturing business, both for Intel’s own products and for other potential partners - many of whom also gave keynotes here at Computex. The overriding theme linking together all these points focused on speed of execution.
Gelsinger offered several examples of how the company had sped up timetables on many different products - but particularly its Lunar Lake PC architecture - to offer proof that Intel had moved beyond its recent challenges and into a new era of tech leadership and innovation. In truth, we.
