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Technology Stocks : ASML Holding NV

ASML 1,052

-0.7%

Oct 28 9:30 AM EDT

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From: BeenRetired	10/25/2025 2:30:29 PM
	of 42199

INTC 3Q25 CC: "fastest TAM growth since 2021" "Granite Rapids 68% TCO savings" The team also met all key milestones in support of launching Core Ultra 3, code-named Panther Lake. We expect the client consumption TAM to approach 290 million units in 2025, marking 2 straight years of growth off the post-COVID bottom in 2023. This represents the fastest TAM growth since 2021, and we're prudently preparing for another year of strong demand in 2026 as Core Ultra 3 ramps into a healthy PC ecosystem. PC AI revenue was $4.1 billion, up 5% sequentially, above expectations, driven by improved product mix and higher enterprise demand. The strength in host CPUs for AI servers and storage compute continued in the quarter even as supply constraints limited additional upside. Our latest Xeon 6 processors, code-named Granite Rapids, offer significant benefits, including up to 68% TCO savings and up to 80% less power as compared to the average server installed today.

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