Intel的股票在星期五遭受了有史以来最糟糕的一天，在芯片巨头报告第四季度前景比预期要差之后，跌出约28 %。
CNBC报导，特朗普政府一年前让政府购买了10%的股权。 Nvidia在2025年也占据了Intel的大股权，在周五也看到了它的股价下跌了一点。 大部分技术产业——特别是芯片制造者——被卷入了销售中。
Intel的股票至今仍是政府(以及Nvidia)的盈利投资
Intel警告说，在第四季度，当分析人员正在寻找约170亿美元时，预计收入会达到150亿至160亿美元，造成恐慌。 它还警告说，它的毛利润率将从43%下降到37%，它投资如此之多，预计不会出现正现金流。
Intel的主要问题是，PC销售正被AI行业会挖出记忆和其他组件所伤害，并导致PC价格上涨。
“我们的客户开始显示基于内存价格和可用性的个人电脑减速。 Intel CEO Lip-Bu Tan在呼吁中警告说
Intel的数据中心业务收入在同比季度增长78%。 与台湾半导体制造公司竞争。 Intel公司在亚利桑那州新增的一款手机已经投入运营，但下一款手机预计到2028年才会上线。
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Intel’s stock suffered one of its worst days ever on Friday, crashing around 28% after the chip giant reported a weaker-than-expected outlook for the fourth quarter.
This rout reduced the value of Intel’s holdings by the government by $12 billion, CNBC reports. The Trump administration had the government buy 10% stake over a year ago. Nvidia, which also took a big stake in Intel in 2025, saw its stock drop a bit on Friday as well. Much of the tech industry — especially chipmakers — were caught in the sell-off.
Intel’s stock is still a profitable investment for the government so far (and for Nvidia), as it’s up more than 70% for the year, even if it’s dropped significantly from the sky-high prices it commanded over the summer.
The scare-off was caused when Intel warned to expect revenue of $15 billion to $16 billion in the fourth quarter when analysts were looking for around $17 billion. It also warned that its gross profit margin would decline to 37% from 43%, and it was investing so heavily, it expected no positive cash flow.
The main problem for Intel is that PC sales are being hurt by the AI industry gobbling memory and other components, and causing PC prices to rise.
“Our customers began signaling a PC slowdown based on the memory prices and availability. Year-to-date system endpoint prices have increased significantly, placing additional pressure on already limited IT budgets,” Intel CEO Lip-Bu Tan warned on the call.
The bright side is that revenue from Intel’s data center business grew 78% over the year-ago quarter. But it is hamstrung on that front until it can bring more capacity to its fabs and book more external customers for them, competing with powerhouse Taiwan Semiconductor Manufacturing Co. One of Intel’s new fabs in Arizona is operational but the next one isn’t expected to be online until 2028.
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