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Intel is betting its future on reviving the foundry business. CEO Chen Liwu also said that the surge in demand for central processing units will continue to cause supply constraints. Chen Liwu focused on the demand for Intel's core product CPU. He predicts that as the number of AI agents for inference tasks grows to the trillion level, the current shortage will continue. “CPUs are in extreme demand, and we are only able to meet 50% of our customers' needs.” Chen Liwu said, “Many CEOs of companies call, and I can only apologize to inform them that production capacity is insufficient.” He added, “The number of AI agents is huge, and in the future, millions or even trillions of intelligent devices will require computing power resources. We need sufficient computing power and security capabilities to support all of this.”

智通财经·09/16/2026 08:33:05
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Intel is betting its future on reviving the foundry business. CEO Chen Liwu also said that the surge in demand for central processing units will continue to cause supply constraints. Chen Liwu focused on the demand for Intel's core product CPU. He predicts that as the number of AI agents for inference tasks grows to the trillion level, the current shortage will continue. “CPUs are in extreme demand, and we are only able to meet 50% of our customers' needs.” Chen Liwu said, “Many CEOs of companies call, and I can only apologize to inform them that production capacity is insufficient.” He added, “The number of AI agents is huge, and in the future, millions or even trillions of intelligent devices will require computing power resources. We need sufficient computing power and security capabilities to support all of this.”