金色财经|4月 24, 2026 03:19
[Intel CEO: Estimated Semiconductor Potential Market Size Nearing $1 Trillion]
Reported by Jinse Finance, on April 24, following the U.S. stock market close on April 23 local time, Intel officially released its fiscal year 2026 Q1 financial report and held an earnings call. The company delivered its sixth consecutive quarter of exceeding expectations, with revenue, gross margin, and earnings per share all surpassing guidance. AI business has become the core growth driver, with explosive demand for server CPUs and progress in advanced processes and packaging exceeding expectations. Boosted by this financial report, Intel's stock price surged nearly 20% in after-hours trading.
During the earnings call, Intel CEO Pat Gelsinger stated that despite continuous improvements in factory capacity, demand across all business segments remains higher than supply, especially for Xeon server CPUs, which are expected to maintain strong growth momentum this year and next. Gelsinger also noted: "In recent years, the focus in high-performance computing has almost entirely been on GPUs and other accelerators. In recent months, clear signs have emerged that CPUs are once again becoming an indispensable foundation in the AI era." Looking at the overall market, Gelsinger estimated that driven by the explosive growth in AI demand, the semiconductor industry's total potential market size is nearing $1 trillion. However, Intel's management also warned that the company is currently facing multiple pressures, including declining PC market demand, rising costs, increased capital expenditures, and supply chain constraints. (Dongxin News Agency)
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