What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage

Smartkarma

13小時前

⬆ Intel Corp - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_community

By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community

On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community

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Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_community</p><p>By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community</p><p>On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community</p></body></html>","source":null,"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>What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhat Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time smaller\">2026-01-29 08:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/78ab3b29-9cd3-4d23-b896-ce5a2752a538.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/INTC\">Intel Corp</a> - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_community</p><p>By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community</p><p>On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2543165471.USD","symbol_name":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","start_time":0,"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","article_id":"2607704710","we_media_id":"1009381084","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2607704710","pubTimestamp":1769647485,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Smartkarma","introduction":"Smartkarma","home_visible":1,"id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"summary":"utm_source=tiger_community","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate","earning"],"viewcount":null,"language":"en","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","04335":"英特尔-T","LU0097036916.USD":"贝莱德美国增长A2 USD","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4535":"淡马锡持仓","BK4612":"AI芯片","BK4515":"5G概念","BK4579":"人工智能","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4588":"碎股","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"translate_title":"英特尔的收益对CPU、代工和运营杠杆的真实描述","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"04335":1.94,"INTC":1.94},"content_text":"⬆  Intel Corp - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_communityBy Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_communityOn Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}