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的展望比预期的要弱之后，下跌了约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降一点。 大部分技术行业——特别是芯片制造者——都卷入了销售中。
Intel的股票至今仍是政府(以及Nvidia)的盈利投资
引起恐慌的原因是Intel警告说，在第四季度，当分析师正在寻找约170亿美元时，预计收入为150亿至160亿美元。 它还警告说，它的毛利润率将从43%下降到37%，它投资如此之大，预计不会出现正现金流。
Intel的主要问题是，PC销售正受到AI行业吞噬记忆和其他组件的伤害，导致PC价格上涨。
“我们的客户开始表示基于内存价格和可用性的个人电脑减速。 IntelCEO Lip-Bu Tan在呼吁中警告说
Intel的数据中心业务收入在一季度增长78%。 与台湾半导体制造公司竞争。 Intel公司在亚利桑那州的新厂房之一已投入运营，但下一个厂房预计到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 route 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 selloff.
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 its 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 the 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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