"Intel has returned to profitability, grown revenue, and suggested demand for AI will ensure its struggling foundry business wins customers and boosts its datacenter CPU business. Chipzilla advised investors of the above on Thursday when it announced its Q3 FY 2025 results, which saw it win $13.7 billion in revenue - a three point year-over-year jump - and return to profitability with net income of $4.1 billion, a welcome turnaround from Q2's $2.9 billion of red ink."
"PCs remain an important market, but all the growth in hardware right now is in AI and Intel has missed the boat there - rivals Nvidia and AMD have cornered the market for GPUs. Intel's chipmaking Foundry business is also nowhere in AI, because it can't match TSMC's manufacturing prowess and is yet to perfect the 18A process that will bring it closer to its Taiwanese rival."
Intel posted $13.7 billion revenue in Q3 FY2025, a three-point year-over-year increase, and net income of $4.1 billion after a prior-quarter loss of $2.9 billion. Client products produced $8.5 billion, up five percent, while datacenter sales fell one percent and Foundry revenue declined four percent. A Windows 11 refresh boosted desktop demand as Microsoft ended Windows 10 support. Major hardware growth centers on AI, where Nvidia and AMD dominate GPUs and Intel's Foundry lags TSMC and has not yet perfected the 18A process. Intel operationalized Fab 52 in Arizona and reports progress on 18A while cautioning against capacity ramp before securing customers.
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