#intel

#intel

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.

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.

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."

The next step is for the government to arrange for Intel to go private. Without the pressure of delivering quarterly earnings for the stockholders of today, a private Intel could divide itself into parts that no longer make sense to be conjoined. One new company should focus on manufacturing chips for all global firms with the goal of matching or exceeding performance levels that only TSMC can provide today.

Throughout her incredible career, Michelle has transformed major businesses, built high-performing teams and worked to delight our customers,

Zinsner emphasizes that the construction of 14A production capacity will only proceed if there are sufficient commitments from external customers. According to Zinsner, this is purely financial common sense. The chip manufacturer wants to avoid making billions in investments without guaranteed sales.