"Intel's Q4 revenue came in at $13.67B, beating the $13.39B estimate by 2.14%, but fell 4.1% year over year. The Data Center and AI segment grew 9% to $4.74B, offset by the Client Computing Group, which declined 8% to $8.19B."
"AMD's quarter stood out on its own merits. Q4 revenue reached $10.27B, beating estimates by 5.64% and rising 34.1% year over year. Its Data Center segment hit a record $5.38B, up 39% year over year."
"Intel carries the full burden of an integrated device manufacturer, spending $4.02B in Q4 capital expenditures building out Intel 18A, its most advanced U.S.-manufactured process node."
"AMD spent just $222M in Q4 capex as a fabless company, relying on Taiwan Semiconductor Manufacturing while directing resources toward product design."
Intel's Q4 revenue was $13.67B, slightly above estimates but down 4.1% year over year. The Data Center and AI segment grew 9%, while the Client Computing Group declined 8%. AMD reported Q4 revenue of $10.27B, exceeding estimates and up 34.1% year over year. Its Data Center segment reached a record $5.38B, driven by strong demand for EPYC processors. Intel's capital expenditures were significantly higher than AMD's, reflecting its integrated manufacturing model, while AMD's fabless approach allowed for more efficient resource allocation.
Read at 24/7 Wall St.
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