Santa Clara, CA, June 3, 2025 — Michelle Johnston Holthaus, CEO of Intel Products, delivered a compelling strategic outlook at the Bank of America Global Technology Conference this week, detailing how Intel plans to lead in the artificial intelligence (AI) era while reinforcing its global semiconductor dominance. Her keynote underscored the company’s sharpened focus on AI innovation, manufacturing expansion, and global diversification amid shifting tech and geopolitical landscapes.
Intel’s participation in this high-profile event reflected its intent to bolster investor confidence and articulate a future-oriented roadmap. Holthaus, who took the helm at Intel Products amid an industry-wide pivot toward AI and data-centric computing, presented a vision anchored in technological excellence and operational resilience.
“We’re redefining what’s possible in chip design,” Holthaus stated during the fireside chat, referring to Intel’s significant capital allocation toward AI-optimized silicon. “Our focus is on delivering cutting-edge solutions that meet the evolving needs of our clients and partners.”
AI Investment and Innovation Drive Intel’s Future
Holthaus outlined how Intel is leveraging its engineering expertise to become a central player in the AI hardware revolution. The company has recently doubled down on R&D in AI accelerators, GPU architectures, and edge computing platforms, all tailored to power next-generation AI workloads from cloud to edge.
One of the highlights of her remarks was Intel’s use of AI within its own chip design process. By integrating AI and machine learning into manufacturing workflows, Intel is seeing gains in efficiency, defect detection, and production scalability. Holthaus characterized these advancements as foundational to the company’s bid to outpace rivals in a fiercely competitive semiconductor sector.
“AI isn’t just something we build for others—it’s embedded into how we innovate internally,” she said. “It’s helping us reduce development timelines, improve yields, and bring transformative products to market faster.”
Expanding Global Footprint to Meet Soaring Demand
Another major theme of Holthaus’s appearance was Intel’s commitment to global expansion. As demand for chips surges across industries—from automotive to healthcare to consumer electronics—Intel is aggressively building out its manufacturing presence worldwide.
She detailed plans for new fabrication plants in Germany and Poland, along with facility upgrades in Malaysia and Vietnam. These initiatives form part of Intel’s broader IDM 2.0 strategy, which aims to reassert U.S. and allied dominance in global chip production after years of supply chain vulnerabilities.
“These new sites will significantly increase our production capacity and reduce reliance on any single region,” Holthaus explained. “It’s about building a more balanced, resilient supply chain that can withstand future disruptions.”
Intel’s expansion is expected to create tens of thousands of jobs across engineering, construction, and advanced manufacturing, aligning with government efforts in Europe and the U.S. to re-shore critical tech infrastructure.
Navigating Trade Tensions and Building Strategic Partnerships
Addressing the geopolitical headwinds affecting the tech sector, Holthaus acknowledged the uncertainty created by ongoing trade tensions, especially between the U.S. and China. However, she expressed confidence in Intel’s multi-pronged mitigation strategy, which includes diversifying suppliers, engaging with international regulators, and strengthening alliances with key technology partners.
“Global markets are complex and evolving rapidly,” she said. “Navigating these environments successfully requires agility, foresight, and most importantly, collaboration.”
She also hinted at forthcoming joint ventures with both government and private sector entities focused on AI security, energy-efficient computing, and data center scalability—critical priorities for enterprise customers worldwide.
A New Era of Transparency and Stakeholder Engagement
Holthaus’s presentation marked a shift toward greater transparency in how Intel communicates its long-term goals. In line with rising investor expectations, the CEO emphasized performance benchmarks, return-on-investment timelines for key projects, and a commitment to environmental, social, and governance (ESG) leadership.
Intel is now publishing quarterly strategy updates alongside its financials and has launched a digital platform for stakeholders to track progress on innovation milestones. This move is intended to rebuild trust following years of mixed execution and leadership transitions.
Looking Ahead
Michelle Johnston Holthaus’s appearance at the Bank of America Global Technology Conference signaled more than just a routine investor update—it offered a confident, detailed articulation of Intel’s place in a fast-changing world. With massive investments in AI, a firm grasp on semiconductor leadership, and a renewed focus on global reach and corporate responsibility, Intel is positioning itself not just to survive, but to thrive in the decade ahead.
