Intel delivered its fastest growth in 15 years, with Q2 revenue up 25% and significant margin expansion in Data Center and AI. INTC has implemented three PC CPU price hikes in a year, prioritizing margin over volume, despite PC TAM guidance for 2026 being down double digits. Foundry remains heavily internal, with external revenue only 5% of segment total; material external customer commitments are not expected before 2028.
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