On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the earnings results for IBM, Intel, SAP, and ServiceNow, Intel IFS and UMC collaboration, and changes to Apple based on DMA.
Intel Delivers Solid Q4 2023 Results Led by a Rebound in the PC Market with AI Everywhere and IFS Paving the Future Although Tempered by Soft Q1 2024 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s 2023 progress, with a rebound in the PC market. The Q1 2024 guide is a wrinkle but advancing its IDM 2.0 strategy delivering 5 nodes in 4 years plus AI PC innovation shows progress.
