因AI芯片需求未得到满足、供应问题和14A投资延迟,Intel错过了Q1 2026预测。 Intel missed Q1 2026 forecasts due to unmet AI chip demand, supply issues, and delayed 14A investments.

Intel错过了Q1 2026收入和利润预测,因为尽管工厂满负荷运转,但无法满足对AI驱动服务器芯片日益增长的需求。 Intel missed Q1 2026 revenue and profit forecasts due to an inability to meet rising demand for AI-driven server chips, despite operating factories at full capacity. 该公司将供应限制、低估超大规模需求及其18A过程的生产挑战列为主要因素。 The company cited supply constraints, underestimation of hyperscaler demand, and production challenges with its 18A process as major factors. 在收入报告之后,股份下降了13%,因为英特尔公司将数据中心Xeon处理器排在客户芯片之上。 Shares fell 13% following the earnings report, as Intel prioritized data center Xeon processors over client chips. 虽然该公司预计问题2的供应会改善,但由于客户承诺,该公司推迟了对其14A制造过程的重大投资。 While the company expects supply to improve in Q2, it has delayed major investments in its 14A manufacturing process due to customer commitments.