AI demand reshapes supply: Intel shifts CPU capacity to data centers, Korea chip exports up 259%
创业邦 · wechat · 2026-11-02
Intel is reallocating client CPU capacity to data centers on AI demand, with DCAI revenue up 80% YoY to $7.3B; CEO Chen Liwu cites historic supply shortages driven by demand for superintelligence. Korea's October chip exports surged 259% YoY to $56.4B on AI demand. Apple's new CEO defends its AI approach: "we don't want to make AI for AI's sake."
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