In context: In an era of impressive innovation and intense competition in the semiconductor market, it's fascinating to observe how the major players have refined their strategies and messaging at this year's Computex show. Both in relation to major trends like generative AI and against their competition, the big tech companies have been working to position themselves in unique and differentiated ways. For Intel, whose CEO Pat Gelsinger delivered the fifth major CEO keynote here, part of the task was to reassure the industry that the long-time leader was back in full force.
In his 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+ 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 these points was speed of execution.
Gelsinger provided several examples of how the company had accelerated timetables on various products – 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're still years away from Intel regaining the kind of undisputed leadership p.
