Just when it seemed like things were turning around for Intel, the company has hit another stumbling block. In the past year, Intel has come back from the brink, as chief executive Lip Bu Tan’s turnaround plan seemed to take effect. Intel was enjoying a stock-market rally and riding a wave of optimism that, at last, it had reached a turning point. The sheer scale of demand for AI server chips has come as something of a surprise, but it also presents a dilemma. Intel can’t move too aggressively to satisfy the server market without hurting its PC customers.

Source: The Irish Times January 25, 2026 13:32 UTC