Even months later April Where wafer-level assembly has been an issue, Intel still has a performance problem for its Meteor Lake processors according to Analyst Patrick Moorhead (thanks to Technological point). Following its disastrous financial report that sent its shares down 28%, more information about its report has been released and with it the analyst delved deeper into the origin of some of the problems.
For many months, the supply of laptop CPUs has been in trouble due to yield issues with wafers from its own factory. However, this is not so serious, as Meteor Lake processors have been out For some time now, supplies have remained available and not running out to power its AI-powered PCs. However, Intel has accelerated production to meet high demand.
We are informed that upcoming products will not be affected by these issues. That means that Arrow Lake Press Release should not be affected or even the follow-up of this generation with the Moon Lake Expectations for September will boost sales of AI-powered PCs and make them compete with AMD and even Qualcomm's Snapdragon. PC Copilot+ awakening more offers in the market.
Chipzilla itself announced that it had sold over 15 million Meteor Lake PCs since its debut in 2023 and remains optimistic about its roadmap for 2024. Intel still expects to sell 40 million AI PCs by 2025. That will also include its new CPUs released before then. But we're not sure how much its sales will be affected by its current issues in the instability of their CPUs where they are no longer even recommended. Here their chips are breaking down and it will take time for them to regain the trust of their customers.
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