The artificial intelligence (AI) revolution has sparked such intense demand for advanced semiconductors that it is creating a global manufacturing bottleneck. However, this is not a story of failure, but rather one of overwhelming success.
INTC's new management team has delivered a renewed AI CPU monetization cadence, as observed in the sequential growth in DCAI revenues and richer operating margins.
Intel Corporation delivered a strong Q3 '25, with revenue and EPS beating expectations, driven by improved product mix and cost-cutting. INTC's turnaround is supported by next-gen 18A process technology, major partnerships like Nvidia, and U.S. government backing via the CHIPS Act. Valuation remains deeply discounted versus peers, reflecting skepticism, but low expectations set the stage for up...
The microchip sector trades cautiously ahead of Nvidia's earnings, which are expected to drive significant after-hours volatility. Nvidia, Intel, and AMD all hover near key technical levels, with market direction likely hinging on Nvidia's results and broader AI sentiment.
Intel Corporation ( INTC ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 18, 2025 3:20 PM EST Company Participants John Pitzer - Corporate Vice President of Corporate Planning & Investor Relations Conference Call Participants Srinivas Pajjuri Presentation Srinivas Pajjuri I am Srini Pajjuri, I'm the semi analyst here. And we're delighted to have Intel today, J...
In the third quarter of 2025, US semiconductor CPU trends showed continued market share gains for Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Arm Holdings PLC (NASDAQ:ARM), while Intel Corp (NASDAQ:INTC, XETRA:INL) benefited from higher average selling prices (ASPs) amid ongoing supply constraints, according to Bank of America analysts. Based on Mercury Research data, AMD and ARM bot...
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