#intel

#intel

The new chips are codenamed 'Wildcat Lake,' and while there are some commonalities with the Core Ultra Series 3 CPUs, the non-Ultra CPUs use a simpler design with much less computing power.

Users of systems running on the new chips will see over 30% faster performance, up to 80% better graphics, and up to 4x AI performance compared to four-year-old systems.

On January 22, Intel released its 2025 fourth-quarter earnings and revealed that profits from its AI and data center products had increased by about nine percent for the quarter and five percent for the year. Meanwhile, its consumer PC parts division was down seven percent for the quarter and around 3 percent for the year. This data makes it clear that Intel is making more money from selling AI datacenters the valuable chips and parts they need to operate,

Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. First-quarter projections for revenue and earnings both fell well short of Wall Street estimates. And a conference call with analysts, where Tan said it would take time and resolve to turn around the company, sent the shares down further.

Speaking with analysts on Intel's Q4 earnings call Thursday, CFO David Zinsner admitted the company was caught with its pants down after it misjudged demand for its datacenter products, leading to a capacity crunch during the quarter. Zinsner said six months ago "every hyperscale customer" was sending signals they planned to order a smaller number of high-core count chips. They soon changed their tune and demand for Intel's Xeon products increased considerably over the third and fourth quarters.

The platform will include hardware and software, Intel vice president and general manager of PC products, Daniel Rogers, announced at CES on Monday. It will be built off of the company's Intel Core Series 3 processors, known as Panther Lake, which was announced last year and is now being rolled out in a variety of PCs. This future platform includes a chip specifically for handheld gaming devices, according to reporting from IGN, which was confirmed by TechCrunch.

The case began in 2009, when mobile computing was in its infancy and netbooks ( remember those?) were all the rage in the PC space. At the time, the EU ruled that Intel violated antitrust laws on multiple fronts. First, it used illegal hidden rebates to push rivals out of the PC processor market. Second, it paid manufacturers to delay or stop production of AMD-powered products.

Intel will retain its Networking and Edge (NEX) division after reviewing its strategic options. The chip giant had considered selling various parts of the business, but has now concluded that keeping NEX in-house offers advantages for the integration of hardware, software, and systems. Intel announced on Wednesday that the networking group will remain within the company. The decision is based on an evaluation of the strategic options for various business units.

For nearly four years, Intel's then-CEO, Pat Gelsinger, attempted to turn around the semiconductor giant. But he failed: the company's stock ultimately declined 61% during his tenure. Gelsinger resigned almost a year ago; his replacement, Lip-Bu Tan, was met almost immediately with a broadside from President Trump, who told Intel's board to oust him due to his China-linked investments and perceived conflicts of interest.

AMD continues to claw market share away from Intel in CPU shipments, growing faster than its rival in most segments. Meanwhile business in the x86 processor arena is unusually flat overall, likely due to stockpiling over tariff fears. PC component market watcher Mercury Research says AMD's shipments during the third quarter of 2025 outpaced Intel's compared with the same quarter last year.

Intel Corp. shares jumped after the chipmaker returned to profitability and gave an upbeat revenue forecast, suggesting that it's making progress on a long and challenging comeback attempt. Fourth-quarter sales will be roughly $13.3 billion, the company said in a statement Thursday. Though that was just below Wall Street's average estimate, some analysts were still including revenue from a unit that Intel just spun off money that wasn't part of the company's forecast.

In August, the US government announced it was converting about $9 billion in federal grants that Intel had been issued during the Biden administration into a roughly 10 percent equity stake in the company. During its third-quarter earnings on Thursday-its first financial update since Trump's surprise investment-Intel reported that it earned $13.7 billion in revenue over the past three months, a three percent increase year-over-year. It's the fourth consecutive quarter that Intel has beat revenue guidance.

Intel (Nasdaq: INTC) reported Q3 earnings after the bell, and investors like what they see. Here are the key things to know from earnings. The Good: Adjusted EPS of $.23 beat Wall Street expectations of $.01. Revenue of $13.7 billion also beat expectations of $13.4 billion Intel's Client Computing and Data Center and AI groups both soundly exceeded expectations. Intel's CFO said "Current demand is outpacing supply, a trend we expect will persist into 2026."