Intel – IFS Capacity & Data Centre Share Dynamics Outlook – 7 October 2021

  • Public Equity
  • TMT
  • North America


Former corporate VP at Intel Corp


  • Intel Corp’s (NASDAQ: INTC) Intel Foundry Services (IFS) and IDM (integrated device manufacturing) 2.0 capacity update
  • Geopolitical dynamics, acquisition strategy and key product launches
  • Share dynamics and key competitive pressures, particularly in the data centre
  • Mid-to-long-term outlook – node transition roadmap and manufacturing strategy including EUV (extreme ultraviolet lithography) adoption
  • 3-5-year outlook for Intel Corp and key targets


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