英特尔电话会:CPU需求激增却有单无货!CEO坦言库存耗尽且良率未达标,“我很失望无法满足需求”

华尔街见闻
Jan 23

英特尔Q4业绩超预期,但Q1指引疲软导致股价大跌。CEO陈立武坦言,“很失望无法完全满足市场需求”。尽管AI需求强劲,尤其是CPU在AI推理和编排中的关键作用正在推动超大规模云厂商的订单激增,但公司面临严重的供应瓶颈,缓冲库存已耗尽、“有单无货”,且制造良率尚未达到内部标准。核心要点提炼:Q1指引疲软股价大跌:尽管Q4业绩超预期,但Q1营收指引中值仅122亿美元,被CFO定义为“处于季节性范围的...

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