Xin Lang Ke Ji·2025-11-20 04:07Core Insights - Intel is shifting from designing large, complex single chips to a modular approach using chiplets, allowing for customized chip production based on specific customer needs [1] - The company aims to provide both standard "package" products and customizable "a la carte" options for Chinese customers, indicating a more flexible and open business model [1] - Intel's future strategy includes adapting to uncertainties and challenges while continuing to innovate and grow [1] Summary by Categories Business Model Evolution - Intel is transitioning to a chiplet-based design starting with Meteor Lake, and upcoming products like Panther Lake and Clearwater Forest will follow this modular approach [1] - The company will offer both general-purpose "package" products and customizable designs tailored to the specific demands of Chinese clients [1] Product Strategy - Each functional IP, such as CPU, GPU, NPU, or I/O, is compared to a dish in a hot pot, emphasizing the flexibility in product offerings [1] - The focus on customization reflects Intel's commitment to meeting diverse customer requirements in the evolving tech landscape [1] Future Outlook - Intel's leadership emphasizes the importance of adaptability in the face of future uncertainties and challenges [1] - The dual approach of providing standard and customized solutions is seen as a key direction for Intel's technological and business evolution [1]