From Nasdaq: 2025-04-28 06:45:00

Intel recently reported flat revenue of $12.7 billion in the first quarter, beating estimates by $390 million. However, adjusted EPS fell 28% to $0.13, missing forecasts. The company forecasts a revenue decline of 3% to 13% in the second quarter, with an adjusted EPS of zero, below expectations of $0.07.

With Intel’s market share declining from 82.5% to 58.2% in the x86 CPU market over the past decade, AMD has gained ground. Intel’s struggles to keep up with chip manufacturing, AI chips, and messy acquisitions have led to a decline in annual revenue and stock price, while AMD’s stock surged.

New Intel CEO, Lip-Bu Tan, plans to improve engineering capabilities, develop CPUs with integrated AI features, and streamline the business. However, Intel’s near-term outlook remains dim, with layoffs planned and outsourcing to cut costs. It faces challenges from tariffs, export curbs, and competition from TSMC, making a recovery against AMD difficult.

Despite Intel’s deep-rooted issues, some investors are hopeful that Lip-Bu Tan can turn things around. However, the company’s struggles in key markets and AMD’s continued success may make it challenging for Intel to make a comeback. Consider other investment options for potential growth.



Read more at Nasdaq: Is It Too Late for Intel to Strike Back Against AMD?