Antoine Schyban, Sonic AI

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Antoine Schyban, Sonic AI

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Antoine Schyban

Person

6

Mentions

1

Episodes

6

Claims

Antoine Schyban, mentioned 6 times across podcast episodes and expert conversations analyzed by Sonic.

What Antoine Schyban has said

Intel's Data Center and AI (DCI) business is growing at a rate of nearly 60%.

bullish·Antoine Schyban

Intel's foundry EBIT margins increased by 9 points sequentially.

bullish·Antoine Schyban

Intel's non-CPU business within its DCI segment has a current run rate of $2 billion, with visibility to reach $4 billion.

bullish·Antoine Schyban

Intel's Data Center and AI (DCI) business is growing at a rate of nearly 60%.

Expert perspectiveAntoine SchybanJul 24

Intel's foundry EBIT margins increased by 9 points sequentially.

Expert perspectiveAntoine SchybanJul 24

Intel's non-CPU business within its DCI segment has a current run rate of $2 billion, with visibility to reach $4 billion.

Expert perspectiveAntoine SchybanJul 24

Intel has a target of achieving $15 billion in external foundry revenues by 2030.

Expert perspectiveAntoine SchybanJul 24

Intel is expected to continue losing market share to AMD and ARM, as well as to hyperscalers' in-house designs and Nvidia's Grace and Vera products.

Expert perspectiveAntoine SchybanJul 24

Intel will likely continue to have structural cost disadvantages and lower gross margins compared to TSMC, even if its manufacturing fully recovers by 2030.

Expert perspectiveAntoine SchybanJul 24

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