News Intel's revenues are up year-over-year, but foundry unit loses $2.5 billion

[Admin]

Almost all of Intel's business units were profitable in Q1, except manufacturing unit that made record $2.5 billion loss.

Intel's revenues are up year-over-year, but foundry unit loses $2.5 billion : Read more

 

[cyrusfox]

Down 33% YTD may not yet be oversold...

Revenue is not benefiting from the AI "Gold rush" (NVidia is 6x revenue of years past), in the midst of the largest build out of fabs in Intel's history, while still playing catch up to the competition (claimed turnaround in performance in 2025) and bleeding money building up foundry with not seeing a profit till 2027... the bottom of market sentiment might be a bit further down.

 

[JTWrenn]

I think long term they have a shot of really turning around but will hurt for at least another 2 years. It's all going to be about wether their fab investment pays out or not. They have bet the farm on it, and from what I can see it's not a bad bet. The question is have they learned from their past fab issues and will the investment turn into real chip production capacity.

 

[subspruce]

I've been predicting Intel's bankruptcy for a long time by now

 

[dalek1234]

I've been predicting Intel's bankruptcy for a long time by now

Pat will become famous for that one