Intel: A year ago, the outside world was still worried about whether we could survive. Now times have changed.

Intel's stock price has continued to rise sharply, and its market value has successfully returned to US$400 billion, four times that of a year ago. At the same time, the overall performance is also improving. Now, CPUs are still facing price increases and shortages in the AI ​​market. But when CEO Chen Liwu took office early last year, Intel was in a different situation. Both internally and externally, it was full of doubts. The President of the United States even directly named Chen Liwu as unreliable and asked him to step down.

However, after the meeting, Chen Liwu not only reversed Trump's criticism of him, but the two sides also reached an epic cooperation. The U.S. government used more than 10 billion US dollars in subsidies in exchange for 10% of Intel's equity. This part is now worth more than 40 billion US dollars, which is a huge profit.

At this financial report meeting, Intel CEO Chen Liwu also said something very interesting, saying that a year ago the outside discussion about Intel was whether they could survive, but today the discussion is about how fast Intel can expand production capacity and increase supply to meet the huge demand for Intel products.

Chen Liwu said that Intel is already a fundamentally different company, although there is still a lot of work to be done in the future.

Looking back at Intel's changes this year, Chen Liwu is indeed right. Intel has indeed changed the times. Not only is its performance improving, but several fatal problems that previously plagued them have also been reversed - CPU is no longer a loser in the AI ​​era, but has now become a key product that is stuck. The ratio to GPU has increased significantly from 1:4 to 1:2, or even higher, and the demand is strong.

The most common suggestion for Intel in the past was that it should give up chip manufacturing because it cannot compete with TSMC. Now the 18A process yield rate is exceeding expectations and it will reach the target by the end of this year. The good news is that the 14A process is still under development. Intel stated that early designs will be implemented from the end of this year to the first half of next year.