➀ Intel has adopted a 'get real' approach to its product roadmap, scrapping Falcon Shores and slowing down the introduction of 18A.

➁ Analyst Stacy Rasgon believes Intel's AI accelerator story is 'dead'.

➂ Intel is considering moving more products to foundry, which may reduce margins.

➀ Intel's decision to integrate DRAM into the CPU packaging for Lunar Lake (LNL) was driven by competition with Apple Silicon and a response to Microsoft's Surface adopting ARM processors.

➁ Three key decisions were made for LNL: integrating DRAM, specifying exclusive component suppliers, and increasing NPU computing power to 48 TOPS.

➂ The failure of LNL was attributed to the low willingness of brands and manufacturers to adopt the parts due to reduced flexibility, Intel's lower bargaining power with DRAM suppliers, and the immature AI PC market.