Intel Gives Dire Forecast on PC Demand

The video discusses Intel's recent financial performance, highlighting a revenue shortfall and market reaction. Analyst Mandeep Singh provides insights into Intel's challenges, including declining PC market share and pricing power. The video evaluates CEO Pat Gelsinger's strategy to address these issues, focusing on process improvements and capital expenditure. It also explores potential supply chain shifts and future opportunities for Intel's fab business.

What are the two fronts where Intel is reportedly behind?

What potential positive outcome is mentioned regarding Intel's supply chain dynamics?