This podcast features an interview with John Pitzer, discussing Intel's current strategy and future plans. The conversation covers Intel's CEO transition, the continued focus on building a world-class fabless company and foundry, the board's recent additions, and the company's role in US industrial policy. Pitzer details Intel's progress on its 18A process technology, emphasizing the on-track launch of Panther Lake and the importance of achieving profitability in its foundry business by 2027. He also addresses the PC and server markets, highlighting Intel's market share and strategies for maintaining competitiveness. The interview concludes with a discussion of Intel's AI strategy and plans for Altera and Mobileye.
