Intel outlines path to 45% client market share and signals 14A foundry customer decisions by late 2026

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Rising component pricing could limit Intel's revenue opportunity in 2026

  80% confidence

• Intel's ASIC business grew more than 50% in 2025, reaching an annualized revenue run rate greater than $1 billion in Q4

  80% confidence

• Intel is ramping up tool spending quite a bit in 2026 relative to 2025 to address supply shortfall

  80% confidence

• Core Ultra Series 3 is expected to be the most broadly adopted and globally available AIPC platform Intel has ever delivered

  80% confidence

• In the second half of 2026, foundry customers will indicate what kind of capacity firm commitment for Intel 14A

  80% confidence

• 2025 was a year of solid progress and Intel is a more focus and execution driven company

  80% confidence

• Both CCG and DCAI will be down in Q1 2026 as a function of supply

  80% confidence

• Intel 14A foundry customers will have risk production in later part of 2027 and real production volume production in 2028

  80% confidence

• Fourth quarter revenue was $13.7 billion at the high end of the range provided in October

  80% confidence

• Intel is disappointed that they are not able to fully meet the demand in their markets

  80% confidence

• Panther Lake is still dilutive to the corporate average gross margin

  80% confidence

• Intel's ASIC business is already at a run rate of $1 billion with robust demand and excited customers

  80% confidence

• Capital expenditures for 2026 are planned to be flat to down slightly with heavier weighting in the first half

  80% confidence

• The era of artificial intelligence is driving unprecedented demand for semiconductor across the entire compute landscapes

  80% confidence

• Intel is on the path of 45% market share and profitability in both notebooks and desktops over the next several years

  80% confidence

• Intel is laser-focused on 16 channels Diamond Rapid and simplified the product road map to accelerate the introduction of Coral Rapid

  80% confidence

• Intel 14A development remains on track

  80% confidence

• The first quarter is the trough with improvement expected in Q2

  80% confidence

• Intel delivered fourth quarter non-GAAP earnings per share of $0.15 versus guidance of $0.08

  80% confidence

• Non-GAAP gross margin came in at 37.9%, 140 basis points ahead of guidance

  80% confidence

• Improving yields and throughput are a great driver of supply increases

  80% confidence

• Intel expects factory network to improve available supply beginning in Q2 and for each of the remaining quarters in 2026

  80% confidence

• The industry is facing a very big challenge with memory constraint and also pricing

  80% confidence

• Intel is now shipping first products built on Intel 18A

  80% confidence

• Intel expects Foundry revenue up double digits quarter-over-quarter in Q1 2026

  80% confidence

• Operating expenses for 2026 are targeted at $16 billion

  80% confidence

• Q4 marks the fifth consecutive quarter of revenue above guidance even as Intel navigates industry-wide supply constraints

  80% confidence

• Customers will begin to make firm supplier decision on Intel 14A starting in the second half of 2026 and extending into the first half of 2027

  80% confidence

• Intel would be well above seasonal revenue if they had all the supply to hit the revenue

  80% confidence