Intel’s “Made in America” mission faces challenges as supply shortages hinder meeting customer demand, leading to a 4% drop in shares pre-earnings call and 6% in after-hours trading. Despite skepticism, shares surged 80% in 2025 and 37% in 2026. CEO Lip-Bu Tan acknowledges strong demand but struggles with production efficiency.

Intel’s foundry unit generated $4.5 billion in revenue, up nearly 4% year over year, making up a significant portion of its total $13.7 billion revenue. However, the company’s projected revenue of $11.7 billion to $12.7 billion for the current quarter disappointed Wall Street. CFO David Zinsner anticipates supply levels to improve throughout the year.

Intel is not alone in facing supply shortages, with Micron, Broadcom, and Nvidia also experiencing similar challenges. This shared struggle may offer some solace to Intel as it works to improve production efficiency and meet customer demand.

Read more at Yahoo Finance: Supply Shortages Send Intel Stock Sputtering