https://www.semianalysis.com/p/intel-roadmap-and-pc-tam-update-tone?utm_source=post-email-title&publication_id=329241&post_id=96449028&isFreemail=true&utm_medium=email
“ntel held their PC TAM (total addressable market) and Roadmap Update event online yesterday. It drew some major question marks. Frankly, the whole thing was just bizarre…….
This report will walk through the oddities of this presentation, how out of touch some of Intel’s executives are with the market and general consumer, the roadmap update including exclusive Lunar Lake details, AI’s infusion into client SOCs, and some of the Arm vs. x86 Intel vs. x86 AMD market share figures.
“The event started with Intel bragging about how accurate their market intelligence and forecasting teams are…..”