#Intel CEO Lip-Bu Tan teased potential #EMIB customer announcements over the next two quarters, adding a bright spot to an earnings call marked by PC ...

What happened

On an earnings call, Intel CEO Lip-Bu Tan teased potential EMIB customer announcements over the next two quarters; the source frames these as 'potential' teasers rather than confirmed deals. The call was otherwise marked by PC weakness: despite a 78% YoY surge in data center revenue in 3Q, PC weakness could linger into 1H27, with 4Q26 PC sales projected to plunge over 20% (a projection, not an actual result). EMIB, meanwhile, offers a rare bright spot. The source does not state the cause.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 10/29/2026 · View original source