Intel raised its 2026 capex outlook to more than $20 billion to expand manufacturing capacity in response to customer demand signals.
Intel committed to 14A volume production in 2028 after risk production in the second half of 2027.
Intel is ramping EMIB-T advanced packaging into high volume to support customer ramps in 2027.
Intel forecasts strong double-digit server CPU unit growth for 2026 and 2027, with momentum extending into 2028.
Intel expects its ASIC and design-services business to reach a $4 billion run rate in the not-too-distant future.
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