Chipkonzern: Intel-Aktie stürzt nach Enttäuschung über Prognose ab

Intel, the chip giant, has seen its stock value drop by more than a fifth after the company's earnings forecast failed to meet market expectations. The business outlook for Intel disappointed investors, leading to a significant decline in the share price. One reason for the weak PC sales is the soaring memory prices, which have reduced the number of computers being purchased.

Additionally, chip supply chain issues for data centers, where there is high demand, have also contributed to the problem. Intel had predicted revenue between 15 and 16 billion dollars for the current quarter, but analysts expected a higher figure of 17 billion dollars. Intel's earnings per share fell significantly, missing the mark by a wide margin.

Intel's CFO, David Zinsner, stated that the company has been experiencing a slowdown in business since weeks due to the high memory prices causing fewer computers to be bought. He also emphasized that there would be no improvement even in the first half of 2027. Intel's CEO, Lip-Bu Tan, pointed out that the entire market is affected by the issue.

Intel expects the memory prices to remain a serious problem throughout the coming year. For 2027, Intel is forecasting a ten percent shrinkage of the PC market after a twelve percent decline this year. The flip side of the AI boom is the explosive rise in memory prices due to high demand for data center expansion of artificial intelligence.

Intel benefits from AI boom with its processors, but the demand could not be met sufficiently, said Tan. This was due to supply bottlenecks in some raw materials as well as the temporary closure of a factory in Israel. Revenue for the current quarter decreased by 21 percent compared to the previous year, reaching 16.5 billion dollars.

The profit fell by 18 percent to 3.3 billion dollars. Despite the recent strong rise in the Intel stock price, driven by investor confidence in the company's new production methods benefiting from the data center business, Tan is trying to build an additional revenue stream as a contract manufacturer for other chip providers. The company is investing around 20 billion dollars this year in factories and equipment. CFO David Zinsner also sees a possible increase in spending for the next year.