Intel is facing challenges, with upcoming PC CPUs set to launch on Intel 18A and new server CPUs in the works. The company needs to secure customers for its Intel 14A process to make its foundry business successful. Intel’s market share has declined, CEO is making changes, and the company agreed to a deal with the U.S. government.

Intel is still the leader in PC CPUs, but AMD has made significant gains. Intel’s market share has dropped, and its manufacturing delays have impacted performance. New products like Panther Lake and Nova Lake using the Intel 18A process aim to improve performance and efficiency. Yields need to be addressed for success.

In the server CPU market, Intel has fallen behind AMD, but new products like Granite Rapids and Diamond Rapids using the Intel 18A process seek to improve competitiveness. Yields and performance compared to AMD are crucial for profitability. Intel must catch up to remain a strong player in the server market.

Despite some external business wins, Intel needs to secure customers for its Intel 14A process to sustain its foundry business. High-NA EUV tools will make the process more capital intensive. Winning external customers for Intel 14A is crucial for the company’s manufacturing operations to be sustainable in the long run.

Investors are watching closely as Intel navigates challenges and strives to regain market share. Success with upcoming products and processes is vital for Intel’s future. The company’s ability to secure customers and improve yields will determine its position in the competitive semiconductor market.

Read more at Nasdaq: Intel Needs Some Big Wins Over the Next Year