Intel @ BofA Securities 2025 Global Technology Conference

Intel Products CEO Michelle Johnston Holthaus reveals that the company is now also including Samsung as a second foundry option

Intel Products CEO Michelle Johnston Holthaus represented the company at the BofA Securities 2025 Global Technology Conference on June 3. While many of her comments were boilerplate in nature, she did share some very interesting insights on a number of topics, most notably:

#1 how the company is preparing for the still-looming threat of tariffs

#2 AMD’s improving ASPs in the client segment

#3 The emerging battle ground for the enterprise PC segment

#4 The challenges of regaining server market share

#5 Ending the practice of OEM incentives

#6 Arm competition

#7 Potentially using Samsung Foundry, in addition to TSMC

#8 Not investing further in 14A unless there’s sufficient external customer demand.

Yes, you read those last two correctly. Let’s dig in…