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Intel Investor Meeting 2022 Analysis

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Report Summary:

At its 2022 Investor Meeting, Intel has outlined its strategy, financial targets, IDM 2.0 foundry strategy, new reporting segments, and product roadmap to reassure investors that Intel will turn around and come back strongly by 2025-26. However, Intel acknowledged there would be a lot of pain along the way with heavy CapEx investments, market share losses and lower gross margins. We analyse Intel's investor day takeaways in this Insight.

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