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Intel Corporation (INTC) Presents at Barclays 23rd Annual Global Technology Conference Transcript

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Intel Corporation (INTC) Barclays 23rd Annual Global Technology Conference December 10, 2025 2:35 PM EST

Company Participants

John Pitzer – Corporate Vice President of Corporate Planning & Investor Relations

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Conference Call Participants

Thomas O’Malley – Barclays Bank PLC, Research Division

Presentation

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Thomas O’Malley
Barclays Bank PLC, Research Division

All right. Welcome back to the Barclays Global Tech Conference. Pleased to have John Pitzer with us from Intel. I’m going to read some disclosures first and then we’ll hop in. But before we begin, please note that today’s discussion may contain forward-looking statements that are subject to various risks and uncertainties and may reference non-GAAP financial measures. Please refer to Intel’s most recent earnings release and annual report on Form 10-K and other filings with the SEC for more information on the risk factors that could actually result — that could cause actual results to differ materially and additional information on our non-GAAP financial measures, including reconciliations or appropriate to the corresponding GAAP financial measures. That’s harder to do than you make it see.

John Pitzer
Corporate Vice President of Corporate Planning & Investor Relations

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You did it well, Tom. I appreciate the time this morning.

Question-and-Answer Session

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Thomas O’Malley
Barclays Bank PLC, Research Division

Yes. Thank you for joining us. So why don’t we start on 18A? I understand it’s always a tough question because everyone asks, give us mark-to-market, and it’s difficult because they’re obviously very customer-specific. But how are things progressing there? And then any updates on yields, landmarks, et cetera, that you can offer?

John Pitzer
Corporate Vice President of Corporate Planning & Investor Relations

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Yes, happy to help and I appreciate everyone joining today. On 18A, listen, our first product out on 18A is Panther Lake, it’s internal product for PCs. We had committed to getting our first SKU out by end

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