Intel (INTC) CEO says couple customers knocking on his door now after 18a process tech doing well; of there is any slowdown, it would be from memory - Cisco AI summit

• Knowledgeable people told him the US is behind China on open-source AI.
• CEO was shocked to find Huawei has hired top chip architects.
• Will build GPUs in the future.
• Doubling down on glass as key material for chipmaking.
• ‘No relief’ on memory shortage until 2028.

The comments from Intel's CEO signal strong demand from customers amidst advancements in their 18A process technology. However, the expectation of ongoing memory shortages until 2028 suggests potential supply chain issues could impact overall semiconductor production, particularly for memory products, influencing future earnings and investment interest in the sector.