https://reports.zhihai.me/tags/intel/Recent content in Intel on 脱水研报HugoenTue, 08 Sep 2026 13:30:00 +0800https://reports.zhihai.me/posts/2026-09-08-intel-cpu-oct-price-hike-arm-fills/Tue, 08 Sep 2026 13:30:00 +0800https://reports.zhihai.me/posts/2026-09-08-intel-cpu-oct-price-hike-arm-fills/Intel PC CPU 传 10 月再涨 10%，低毛利 SmallCore 或退场；服务器紧张叠加 AI Agent 提升 computer use，Arm 阵营补位 IPC/IoT，CPU 链长期趋势持续验证。