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Intel to ship over 100 million units of AI PCs in the next 2 years

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Intel held the Intel Innovation Taipei 2023 Technology Forum event on November 7. Company CEO Pat Gelsinger said that Intel will ship more than 100 million AI PCs.

Source: Intel Newsroom

Pat Gelsinger said that the current PC inventory is already at a healthy level, and he is optimistic about the future growth of AI PCs equipped with AI processors or equipped with AI computing capabilities, and predicts that AI will become a key turning point in the PC industry.

Pat Gelsinger said that the server industry has been relatively flat in recent years, but with the accelerated development of AI, the AI industry has transitioned from the training stage to the deployment stage, and all walks of life will revolve around AI, promoting the development of the server industry.

It is learned from reports that Gelsinger is actively promoting the IDM 2.0 strategy. In addition to brand business, it also has advanced packaging capabilities to support the semiconductor foundry business. In the future, it will compete with companies such as TSMC and Samsung.

Gelsinger emphasized that the original goal of advancing five process nodes within four years will be achieved. According to Intel’s roadmap, Intel 7 and Intel 4 have been completed, Intel 3 will enter mass production in the second half of this year, and Intel 20A and 18A are expected to enter mass production in the first half and second half of next year respectively.

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