INTEL (INTC) Company Report

China’s Nanshan District, SIXUNITED’s base, surpassed RMB 1 trillion GDP in 2025, reinforcing its innovation ecosystem.
At its 18th Anniversary Gala, SIXUNITED set 2026 targets of RMB 10 billion in annual revenue and 15 million AI terminal shipments.
The company highlighted its “All in AI” full-stack strategy, showcasing a comprehensive hardware-software AI terminal portfolio optimized with Intel and domestic partners.
SIXUNITED plans to leverage localization in North America, Europe, and China, plus expansion into the Middle East, Latin America, Southeast Asia, and Africa—supported by seven R&D centers and seven manufacturing bases—to meet its shipment goal.

1 day ago

Press Release

Core AI announces partnership to expand AI data centers in Malaysia

INTC

New Projects/Investments

Core AI Holdings entered into a Memorandum of Understanding (MOU) with CSPM Resources SDN BHD to develop next-generation AI-ready data centers in Malaysia.
The collaboration will retrofit existing edge computing facilities into Tier 3/4 AI-capable sites, targeting operational readiness in approximately 12 months.
Malaysia’s data center market is projected to grow from $4 billion in 2024 to $13.6 billion by 2030 (CAGR 22.4%).
CSPM’s deep local expertise and relationships with authorities, utilities, and financiers will support expedited development and energy allocation approvals.

2 days ago

Press Release

Intel outlines foundry and AI strategy at Cisco AI Summit 2026

INTC

New Projects/Investments

Lip-Bu Tan reports Intel foundry yield improvements of 7%–8% per month on Intel 18A, with 14A risk production in 2028 and volume production in 2029
Intel aims to scale its foundry as a general-purpose service, pursuing third-party volume commitments in H2 2026, supported by targeted CapEx on glass substrates and full IP availability
AI growth is constrained by memory shortages until 2028, as well as energy/thermal limits driving adoption of liquid and immersion cooling and a shift to optical interconnects
Tan emphasizes the need for U.S. investment in foundational research and open-source AI, warning of competition from China and advocating new funding structures and institutes

3 days ago

Transcript

Intel CEO outlines AI and foundry strategy at Cisco AI Summit 2026

INTC

New Projects/Investments

Intel has achieved 7–8% monthly yield improvements on its Intel 18A node by partnering with PDF Solutions and KLA to fix initial poor yields.
The company is targeting risk production of its 14A node in 2028 with volume production in 2029, and has released a 0.5 PDK for customer test chips this month.
Memory shortages are expected to constrain AI growth until 2028, while compute demand, power/cooling (liquid and immersion), and high-speed optical interconnects are critical infrastructure priorities.
Intel is reinforcing US chip manufacturing and advanced packaging, advocating for open source and increased foundational research funding to support long-term innovation.
The company plans to build GPUs, having hired a chief GPU architect, and will embrace x86, RISC-V, Arm, and novel materials like glass and diamond for next-generation nodes.

3 days ago

Transcript

Avangrid achieves commercial operation at two solar projects in Oregon

INTC

New Projects/Investments

Avangrid achieved commercial operation at Daybreak Solar (189 MWdc) and Bakeoven Solar (80 MWdc) in Wasco County, Oregon, delivering 269 MWdc to the PGE grid.
The projects supply PGE’s Green Future Impact program, supporting large customers like Intel in meeting 100% renewable electricity by 2030 goals.
Installed 650,000 solar panels are expected to generate hundreds of GWh annually, created over 300 construction jobs, and will generate approximately $40 million in tax revenue over their lifespan.
Strengthens Avangrid's regional footprint with 2.5 GW of capacity and 375 jobs in Oregon, contributing to its national portfolio of over 10.5 GW across 80+ projects.

3 days ago

Press Release

Intel and SoftBank announce AI memory partnership

INTC

New Projects/Investments

Intel and SoftBank’s subsidiary Saimemory formed a strategic partnership to develop and commercialize Z-Angle Operation Memory (ZAM) for AI data centers.
The companies aim to deliver prototypes by fiscal year ending March 31, 2028, with commercial production planned for fiscal 2029.
The collaboration builds on SoftBank’s mid-2025 investment of roughly $2 billion in Intel and Saimemory’s December 2024 formation.
Following the announcement, Intel shares rose ~5% and SoftBank shares gained ~3.13% in overnight trading.

4 days ago

Morningstar

Intel forecasts semiconductor contract manufacturing market growth to 2030

INTC

The market is projected to grow from $142.81 billion in 2026 to $198.64 billion by 2030, at a CAGR of 8.6%.
Expansion is driven by rising AI and IoT adoption, automotive electronics and EVs, telecom infrastructure upgrades, as well as advanced analog/power devices and healthcare and industrial applications.
Asia-Pacific remains the largest and fastest-growing regional segment in the semiconductor contract manufacturing space.
Intel’s 18A process node and new Foundry initiative position the company at the forefront of AI-driven manufacturing services.

8 days ago

Press Release

Intel reports disappointing results and cautious outlook

INTC

Guidance Update

Demand Weakening

Intel shares fell 17% after missing expectations and warning of continued manufacturing and supply challenges.
CFO David Zinsner said industry-wide supply shortages will bottom early this year, with improvement expected in spring.
CEO Lip-Bu Tan highlighted growth opportunities from the AI era despite near-term headwinds.
The tech-heavy S&P 500 and Nasdaq 100 each slipped about 0.3%, underscoring a defensive market tone.

Jan 23, 2026, 5:52 PM

Bloomberg

Intel issues downbeat outlook citing memory cost pressures

INTC

Profit Warning

The U.S. dollar is headed for its weakest weekly showing in months as political uncertainty over threatened tariffs—and a subsequent reversal after talks in Davos—weighed on major dollar gauges, on pace for their largest weekly decline since last summer.
Money markets are pricing in two quarter-point rate cuts for 2026 while expecting almost no chance of a Fed move at next week’s meeting; one-week dollar volatility rose to its highest level in over a month and U.S. jobless claims held steady at 200,000 (vs. 209,000 forecast).
India’s Sensex and Nifty logged their worst weekly losses in four months, with the BSE Smallcap seeing its steepest drop in 11 months; foreign portfolio investors sold $1.16 billion while domestic institutions bought ₹20,746 crore, and investor wealth fell by about ₹16.3 lakh crore.
Intel issued a downbeat outlook citing soaring memory costs, sending its shares down by double digits and weighing on broader equities amid this week’s risk-off moves.

Jan 23, 2026, 11:03 AM

Bloomberg

Intel shares plunge amid weak Q1 outlook

INTC

Guidance Update

Profit Warning

Shares fell 12–13% in extended trading after Intel warned capacity constraints would limit supply for AI server chips and issued a weak Q1 outlook.
Q4 results beat estimates with $13.67 billion in revenue and $0.15 adjusted EPS, but included a $600 million net loss.
Q1 guidance of $11.7 billion to $12.7 billion in revenue and breakeven adjusted EPS missed Wall Street forecasts.
Management flagged margin pressure—Q4 adjusted gross margin was 37.9%, expected to contract to 34.5% in Q1—and cautioned that shifting capacity to data-center products may strain PC supply.