Intel Exec Says Over 15M Windows AI PCs Shipped Since Launch; Export License Restriction In May Impacted Q2 Client Business In China; Sees Weaker Q3 Spending In Consumer And Enterprise Markets, Especially China; Dependence On External Wafers For AIPC...
Intel Exec Says Over 15M Windows AI PCs Shipped Since Launch; Export License Restriction In May Impacted Q2 Client Business In China; Sees Weaker Q3 Spending In Consumer And Enterprise Markets, Especially China; Dependence On External Wafers For AIPC...
英特爾高管表示自推出以來已發運超過1500萬台 Windows 人工智能電腦；5月份出口許可證限制影響了中國第二季度客戶業務；預計第三季度消費和企業市場支出疲軟，尤其是在中國；對外部AIPC晶圓的依賴性...
Intel Exec Says Over 15M Windows AI PCs Shipped Since Launch; Export License Restriction In May Impacted Q2 Client Business In China; Sees Weaker Q3 Spending In Consumer And Enterprise Markets, Especially China; Dependence On External Wafers For AIPC Chip Ramp To Pressure Gross Margins; Transition Of Intel 3, Intel 4 Wafers To Ireland Facility Saved $1B, Will Improve Long-Term Gross Margins; Expects Sequential Growth In Data Center Through H2 As Demand For Traditional Servers Improves
英特爾高管表示，自推出以來已經出貨超過1500萬台運行Windows人工智能的電腦；五月份出口許可證限制影響了在中國的第二季度客戶業務；預計第三季度消費者和企業市場支出疲軟，特別是中國市場；依賴外部硅片推進人工智能PC芯片上市將對毛利施加壓力；將Intel 3和Intel 4硅片轉移到愛爾蘭工廠可節省10億美元，將有助於長期的毛利率提升；預計隨着對傳統服務器的需求提高，在下半年數據中心市場將出現連續性增長。
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