Despite investor concerns over weak Q1 guidance, new analysis highlights the surging success of Intel's custom ASIC business, the Central Engineering Group, which is crucial for the Intel Foundry effort and provides a bullish long-term narrative.
- The division reported growth exceeding 50% in 2025.
- The business has reached a $1 billion annualized revenue run rate.
- Success is driven by custom AI and networking chips for major clients, including AWS.