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- Dazza Tiger AccDazza Tiger Acc
  ·02-17
  Has levels of physical silver holdings in china in recent times?
  Stock Track | iShares Silver Trust Plunges 5.05% in Night Session Amid Geopolitical Tensions Between US and Iran
  The iShares Silver Trust (SLV) experienced a significant 5.05% decline during night session trading, reflecting broader weakness in the silver market.The price movement follows escalating...
  Stock Track | iShares Silver Trust Plunges 5.05% in Night Session Amid Geopolitical Tensions Between US and Iran
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- Dazza Tiger AccDazza Tiger Acc
  ·01-25
  
  Intel Struggles to Meet AI Data Center Demand, Shares Drop over 12%
  $Intel(INTC)$ said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue and profit below market estimates, sending shares down...
  Intel Struggles to Meet AI Data Center Demand, Shares Drop over 12%
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These heightened tensions have contributed to the decline in silver prices, affecting the iShares Silver Trust which tracks the price of silver.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | iShares Silver Trust Plunges 5.05% in Night Session Amid Geopolitical Tensions Between US and Iran</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | iShares Silver Trust Plunges 5.05% in Night Session Amid Geopolitical Tensions Between US and Iran\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-02-17 13:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The iShares Silver Trust (SLV) experienced a significant 5.05% decline during night session trading, reflecting broader weakness in the silver market.</p><p>The price movement follows escalating geopolitical tensions between the United States and Iran. The U.S. has deployed 18 F-35 fighter jets to the Middle East and maintains a two-carrier presence in the region with the USS Abraham Lincoln and USS Gerald R. Ford. Additionally, former U.S. President Donald Trump reportedly informed Israeli Prime Minister Benjamin Netanyahu that he would support Israeli airstrikes on Iranian ballistic missile facilities if a deal with Iran could not be reached.</p><p>In response to these developments, Iran's Islamic Revolutionary Guard Corps Navy conducted military exercises in the Strait of Hormuz, focusing on intelligence and operational drills to ensure a swift response to maritime security threats. These heightened tensions have contributed to the decline in silver prices, affecting the iShares Silver Trust which tracks the price of silver.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SLV":"白银ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189900652","content_text":"The iShares Silver Trust (SLV) experienced a significant 5.05% decline during night session trading, reflecting broader weakness in the silver market.The price movement follows escalating geopolitical tensions between the United States and Iran. The U.S. has deployed 18 F-35 fighter jets to the Middle East and maintains a two-carrier presence in the region with the USS Abraham Lincoln and USS Gerald R. Ford. Additionally, former U.S. President Donald Trump reportedly informed Israeli Prime Minister Benjamin Netanyahu that he would support Israeli airstrikes on Iranian ballistic missile facilities if a deal with Iran could not be reached.In response to these developments, Iran's Islamic Revolutionary Guard Corps Navy conducted military exercises in the Strait of Hormuz, focusing on intelligence and operational drills to ensure a swift response to maritime security threats. These heightened tensions have contributed to the decline in silver prices, affecting the iShares Silver Trust which tracks the price of silver.","news_type":1,"symbols_score_info":{"SLV":1}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525455342661816,"gmtCreate":1769311002367,"gmtModify":1769315866989,"author":{"id":"4219632996611622","authorId":"4219632996611622","name":"Dazza Tiger Acc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219632996611622","idStr":"4219632996611622"},"themes":[],"title":"","htmlText":"&nbsp;","listText":"&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525455342661816","repostId":"2605412068","repostType":2,"repost":{"id":"2605412068","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1769158865,"share":"https://ttm.financial/m/news/2605412068?lang=en_US&edition=fundamental","pubTime":"2026-01-23 17:01","market":"nz","language":"en","title":"Intel Struggles to Meet AI Data Center Demand, Shares Drop over 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605412068","media":"Reuters","summary":"$Intel(INTC)$ said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue and profit below market estimates, sending shares down...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue and profit below market estimates, sending shares down 12.5% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4910945fe5535accecd69477aa59ad0\" title=\"\" tg-width=\"843\" tg-height=\"606\"/></p><p>The forecast underscores the difficulties faced by Intel in predicting global chip markets, where the company&#39;s current products are the result of decisions ‌made years ago. The company, whose shares have risen 40% in the past month, recently launched a long-awaited laptop chip designed to reclaim its lead in personal computers just as a memory chip crunch is expected to depress sales across that industry.</p><p style=\"text-align: start;\">Meanwhile, Intel executives said the company was caught off guard by surging demand for server central processors that accompany AI chips. Despite running its factories at capacity, Intel cannot keep up with demand for the chips, leaving profitable data center sales on the table while the new PC chip squeezes its margins.</p><p>&#34;In the short term, I&#39;m disappointed that we are not able to fully meet the demand in our markets,&#34; Chief Executive Officer Lip-Bu Tan told analysts on ‌a conference call.</p><p>The company forecast current-quarter revenue between $11.7 billion and $12.7 billion, compared with analysts&#39; average estimate of $12.51 billion, according to data compiled by LSEG.</p><p>It expects adjusted earnings per share to break even in the first quarter, compared with expectations of adjusted earnings of 5 cents per share.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bbc4d44b41935913bb3fb5ef1c5e9400\" title=\"Intel&#39;s forward PE hits historic high\" tg-width=\"833\" tg-height=\"625\"/><span>Intel&#39;s forward PE hits historic high</span></p><p>Investors and analysts have hoped that rapid data center buildouts commissioned by large tech companies to advance their AI businesses will drive sales for Intel&#39;s traditional server chips that are used alongside Nvidia&#39;s market-leading graphics processing units (GPU).</p><p>Demand for AI surprised some of the cloud-computing giants, which have had to scramble in order to upgrade ‍aging fleets of chips because of an &#34;erosion in networking performance,&#34; finance chief David Zinsner told Reuters in an interview.</p><p>&#34;They were all a little bit caught off guard,&#34; Zinsner said.</p><p>During the conference call with investors, Zinsner said that despite owning its own factories, Intel faces a lag time in changing the types of chips it makes and that the company was not managing its factories with the expectation that data-center demand would change.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40d0a5a3d3bded11d8f1750e7d109d87\" title=\"\" tg-width=\"1420\" tg-height=\"934\"/></p><h3 id=\"id_97436853\" style=\"text-align: start;\">TWO CUSTOMERS ENGAGED ON CONTRACT MANUFACTURING</h3><p>After years of missteps left Intel struggling in ⁠the fast-growing AI chip market and drained its finances, Tan has engineered a turnaround strategy centered on cutting costs and eliminating management layers, while championing a fresh product road map.</p><p>Intel has held off on investing heavily ‍in its next-generation manufacturing process known as 14A, while waiting for a large customer, Zinsner said. Like its rivals in the foundry business, Intel is tight-lipped about its customers, but Zinsner said investors will be able to tell when it ‌wins a customer ‌by looking for a spike in capital spending.</p><p>Tan said on the conference call that two customers were evaluating the technical details of the 14A technology, a possible step toward creating test chips with it. Intel executives said they expect to know by the second half of this year whether external customers want to use the technology.</p><p>Zinsner said the company also believes that its capital expenditure could stay steady, versus previous expectations that it would decline.</p><p>With a slew of high-profile investments in Intel last year - a $5  billion investment from Nvidia, $2  billion from SoftBank and a U.S. government stake in the company - investors&#39; confidence in the company&#39;s revival has been high.</p><p>&#34;For investors, the key insight is that ⁠Intel&#39;s turnaround story remains supply-constrained rather than demand-constrained; a ⁠frustrating position that delays the financial recovery despite competitive products and strong customer interest,&#34; Running Point Capital&#39;s chief investment officer, Michael Schulman, said.</p><p>Tan has also significantly pared back contract manufacturing ambitions promoted by his predecessor, Pat Gelsinger, in an effort to shore up Intel&#39;s balance sheet after capital-intensive expansions pummeled margins.</p><p>After a more than 60% drop in its share price in 2024, Intel&#39;s stock gained 84% in 2025, far outperforming the benchmark semiconductor index&#39;s 42% rise.</p><p>The company has started shipping its new &#34;Panther Lake&#34; PC chips - the first product made using ‍Intel&#39;s make-or-break 18A manufacturing technology, and analysts expected the production ramp-up to hurt margins.</p><p>Reuters has reported that only a small percentage of the chips printed via 18A have been good enough to make available to customers. Intel has said its yields, or the number of good chips per silicon wafer, are improving monthly. Weak yields also routinely pressure margins.</p><p>During the conference call, Tan said that 18A yields are in line with Intel&#39;s internal plans but are &#34;still below what I want them to be.&#34;</p><p>A global shortage of memory chips has boosted the prices of those chips and made personal computers - a key market for Intel - more expensive. Zinsner said in ‍a statement that he expects available supply to be at its lowest levels in the first quarter, and improve in the second quarter.</p><p>Intel has also been consistently losing share in the PC market to rival AMD and chip blueprint designer Arm Holdings .<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Struggles to Meet AI Data Center Demand, Shares Drop over 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Struggles to Meet AI Data Center Demand, Shares Drop over 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-23 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue and profit below market estimates, sending shares down 12.5% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4910945fe5535accecd69477aa59ad0\" title=\"\" tg-width=\"843\" tg-height=\"606\"/></p><p>The forecast underscores the difficulties faced by Intel in predicting global chip markets, where the company&#39;s current products are the result of decisions ‌made years ago. The company, whose shares have risen 40% in the past month, recently launched a long-awaited laptop chip designed to reclaim its lead in personal computers just as a memory chip crunch is expected to depress sales across that industry.</p><p style=\"text-align: start;\">Meanwhile, Intel executives said the company was caught off guard by surging demand for server central processors that accompany AI chips. Despite running its factories at capacity, Intel cannot keep up with demand for the chips, leaving profitable data center sales on the table while the new PC chip squeezes its margins.</p><p>&#34;In the short term, I&#39;m disappointed that we are not able to fully meet the demand in our markets,&#34; Chief Executive Officer Lip-Bu Tan told analysts on ‌a conference call.</p><p>The company forecast current-quarter revenue between $11.7 billion and $12.7 billion, compared with analysts&#39; average estimate of $12.51 billion, according to data compiled by LSEG.</p><p>It expects adjusted earnings per share to break even in the first quarter, compared with expectations of adjusted earnings of 5 cents per share.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bbc4d44b41935913bb3fb5ef1c5e9400\" title=\"Intel&#39;s forward PE hits historic high\" tg-width=\"833\" tg-height=\"625\"/><span>Intel&#39;s forward PE hits historic high</span></p><p>Investors and analysts have hoped that rapid data center buildouts commissioned by large tech companies to advance their AI businesses will drive sales for Intel&#39;s traditional server chips that are used alongside Nvidia&#39;s market-leading graphics processing units (GPU).</p><p>Demand for AI surprised some of the cloud-computing giants, which have had to scramble in order to upgrade ‍aging fleets of chips because of an &#34;erosion in networking performance,&#34; finance chief David Zinsner told Reuters in an interview.</p><p>&#34;They were all a little bit caught off guard,&#34; Zinsner said.</p><p>During the conference call with investors, Zinsner said that despite owning its own factories, Intel faces a lag time in changing the types of chips it makes and that the company was not managing its factories with the expectation that data-center demand would change.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40d0a5a3d3bded11d8f1750e7d109d87\" title=\"\" tg-width=\"1420\" tg-height=\"934\"/></p><h3 id=\"id_97436853\" style=\"text-align: start;\">TWO CUSTOMERS ENGAGED ON CONTRACT MANUFACTURING</h3><p>After years of missteps left Intel struggling in ⁠the fast-growing AI chip market and drained its finances, Tan has engineered a turnaround strategy centered on cutting costs and eliminating management layers, while championing a fresh product road map.</p><p>Intel has held off on investing heavily ‍in its next-generation manufacturing process known as 14A, while waiting for a large customer, Zinsner said. Like its rivals in the foundry business, Intel is tight-lipped about its customers, but Zinsner said investors will be able to tell when it ‌wins a customer ‌by looking for a spike in capital spending.</p><p>Tan said on the conference call that two customers were evaluating the technical details of the 14A technology, a possible step toward creating test chips with it. Intel executives said they expect to know by the second half of this year whether external customers want to use the technology.</p><p>Zinsner said the company also believes that its capital expenditure could stay steady, versus previous expectations that it would decline.</p><p>With a slew of high-profile investments in Intel last year - a $5  billion investment from Nvidia, $2  billion from SoftBank and a U.S. government stake in the company - investors&#39; confidence in the company&#39;s revival has been high.</p><p>&#34;For investors, the key insight is that ⁠Intel&#39;s turnaround story remains supply-constrained rather than demand-constrained; a ⁠frustrating position that delays the financial recovery despite competitive products and strong customer interest,&#34; Running Point Capital&#39;s chief investment officer, Michael Schulman, said.</p><p>Tan has also significantly pared back contract manufacturing ambitions promoted by his predecessor, Pat Gelsinger, in an effort to shore up Intel&#39;s balance sheet after capital-intensive expansions pummeled margins.</p><p>After a more than 60% drop in its share price in 2024, Intel&#39;s stock gained 84% in 2025, far outperforming the benchmark semiconductor index&#39;s 42% rise.</p><p>The company has started shipping its new &#34;Panther Lake&#34; PC chips - the first product made using ‍Intel&#39;s make-or-break 18A manufacturing technology, and analysts expected the production ramp-up to hurt margins.</p><p>Reuters has reported that only a small percentage of the chips printed via 18A have been good enough to make available to customers. Intel has said its yields, or the number of good chips per silicon wafer, are improving monthly. Weak yields also routinely pressure margins.</p><p>During the conference call, Tan said that 18A yields are in line with Intel&#39;s internal plans but are &#34;still below what I want them to be.&#34;</p><p>A global shortage of memory chips has boosted the prices of those chips and made personal computers - a key market for Intel - more expensive. Zinsner said in ‍a statement that he expects available supply to be at its lowest levels in the first quarter, and improve in the second quarter.</p><p>Intel has also been consistently losing share in the PC market to rival AMD and chip blueprint designer Arm Holdings .<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","BK4605":"半导体精选","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4602":"量子计算概念","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","INTC":"英特尔","BK4529":"IDC概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260122:nL6N3YN1BE:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605412068","content_text":"Intel said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue and profit below market estimates, sending shares down 12.5% in premarket trading.The forecast underscores the difficulties faced by Intel in predicting global chip markets, where the company's current products are the result of decisions ‌made years ago. The company, whose shares have risen 40% in the past month, recently launched a long-awaited laptop chip designed to reclaim its lead in personal computers just as a memory chip crunch is expected to depress sales across that industry.Meanwhile, Intel executives said the company was caught off guard by surging demand for server central processors that accompany AI chips. Despite running its factories at capacity, Intel cannot keep up with demand for the chips, leaving profitable data center sales on the table while the new PC chip squeezes its margins.\"In the short term, I'm disappointed that we are not able to fully meet the demand in our markets,\" Chief Executive Officer Lip-Bu Tan told analysts on ‌a conference call.The company forecast current-quarter revenue between $11.7 billion and $12.7 billion, compared with analysts' average estimate of $12.51 billion, according to data compiled by LSEG.It expects adjusted earnings per share to break even in the first quarter, compared with expectations of adjusted earnings of 5 cents per share.Intel's forward PE hits historic highInvestors and analysts have hoped that rapid data center buildouts commissioned by large tech companies to advance their AI businesses will drive sales for Intel's traditional server chips that are used alongside Nvidia's market-leading graphics processing units (GPU).Demand for AI surprised some of the cloud-computing giants, which have had to scramble in order to upgrade ‍aging fleets of chips because of an \"erosion in networking performance,\" finance chief David Zinsner told Reuters in an interview.\"They were all a little bit caught off guard,\" Zinsner said.During the conference call with investors, Zinsner said that despite owning its own factories, Intel faces a lag time in changing the types of chips it makes and that the company was not managing its factories with the expectation that data-center demand would change.TWO CUSTOMERS ENGAGED ON CONTRACT MANUFACTURINGAfter years of missteps left Intel struggling in ⁠the fast-growing AI chip market and drained its finances, Tan has engineered a turnaround strategy centered on cutting costs and eliminating management layers, while championing a fresh product road map.Intel has held off on investing heavily ‍in its next-generation manufacturing process known as 14A, while waiting for a large customer, Zinsner said. Like its rivals in the foundry business, Intel is tight-lipped about its customers, but Zinsner said investors will be able to tell when it ‌wins a customer ‌by looking for a spike in capital spending.Tan said on the conference call that two customers were evaluating the technical details of the 14A technology, a possible step toward creating test chips with it. Intel executives said they expect to know by the second half of this year whether external customers want to use the technology.Zinsner said the company also believes that its capital expenditure could stay steady, versus previous expectations that it would decline.With a slew of high-profile investments in Intel last year - a $5  billion investment from Nvidia, $2  billion from SoftBank and a U.S. government stake in the company - investors' confidence in the company's revival has been high.\"For investors, the key insight is that ⁠Intel's turnaround story remains supply-constrained rather than demand-constrained; a ⁠frustrating position that delays the financial recovery despite competitive products and strong customer interest,\" Running Point Capital's chief investment officer, Michael Schulman, said.Tan has also significantly pared back contract manufacturing ambitions promoted by his predecessor, Pat Gelsinger, in an effort to shore up Intel's balance sheet after capital-intensive expansions pummeled margins.After a more than 60% drop in its share price in 2024, Intel's stock gained 84% in 2025, far outperforming the benchmark semiconductor index's 42% rise.The company has started shipping its new \"Panther Lake\" PC chips - the first product made using ‍Intel's make-or-break 18A manufacturing technology, and analysts expected the production ramp-up to hurt margins.Reuters has reported that only a small percentage of the chips printed via 18A have been good enough to make available to customers. Intel has said its yields, or the number of good chips per silicon wafer, are improving monthly. Weak yields also routinely pressure margins.During the conference call, Tan said that 18A yields are in line with Intel's internal plans but are \"still below what I want them to be.\"A global shortage of memory chips has boosted the prices of those chips and made personal computers - a key market for Intel - more expensive. Zinsner said in ‍a statement that he expects available supply to be at its lowest levels in the first quarter, and improve in the second quarter.Intel has also been consistently losing share in the PC market to rival AMD and chip blueprint designer Arm Holdings .","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}