Core Insights - Intel is shifting from designing large, complex single chips to a modular approach using chiplets, allowing for more flexible and customizable chip designs to meet specific customer needs [1] - The company plans to offer both standard "package" products and customizable "a la carte" options for Chinese customers, indicating a more open and adaptable business model [1] - Intel's future strategy will focus on integrating smaller functional units within a single package, enhancing flexibility and responsiveness to market demands [1] Group 1 - Intel's China Chairman, Wang Zhichong, emphasized the company's commitment to creating chips that can be tailored to specific customer requirements, likening the process to a hot pot where customers can choose their preferred ingredients [1] - The transition to chiplet-based designs is exemplified by upcoming products like Meteor Lake, Panther Lake, and Clearwater Forest, which will utilize smaller functional units for integration [1] - The company aims to maintain its competitive edge by adapting to uncertainties and challenges in the market while continuing to innovate [1]

Core 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]