At the Mobile World Congress 2025, Intel unveiled its expanded Core Ultra Series 2 processor family, designed specifically for commercial artificial intelligence laptops and desktop computers. These new processors, which are built on Intel’s Arrow Lake architecture, are set to ship this month. The lineup includes the Core Ultra 200U, 200H, 200HX, and 200S series processors, which feature a hybrid design with a combination of performance and efficiency cores, and graphics capabilities that vary by model. Notably, the new chips aim for a thirty percent reduction in power usage compared to the previous generation.
A federal judge in California has dismissed a shareholder lawsuit against Intel, which accused the company of misleading investors regarding the performance of its foundry business. Judge Trina Thompson determined that the plaintiffs incorrectly attributed a seven billion dollar loss to Intel Foundry Services rather than the company’s internal manufacturing operations. The lawsuit emerged following an accounting change that combined Intel’s internal and external foundry efforts, creating confusion about the financial health of its foundry unit. Although the lawsuit was dismissed, the plaintiffs have the option to file an amended complaint. Intel continues to face multiple legal challenges related to its foundry operations.
Why do we care?
Intel’s Core Ultra Series 2, built on the Arrow Lake architecture, underscores a targeted push toward AI-focused workloads for commercial customers. The 30% power reduction aligns directly with the current customer priority of cost savings through efficiency gains. And, The dismissal of the investor lawsuit against Intel regarding its foundry business removes immediate legal uncertainty but highlights ongoing questions about Intel’s strategic execution. Intel’s foundry initiative remains critical to its competitiveness in a market increasingly dominated by Taiwan Semiconductor Manufacturing Co. (TSMC) and Samsung.
Is it enough? Not by itself. Intel has previously struggled with execution—delays and performance issues are not uncommon. Intel needs to deliver consistently, and so far they have not been able to. String a few more of these together, and perhaps.
