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Tech-giant in the crisis: The competition is loud in Intel: Is the chip giant “too big to fix it?”

Tech-giant in the crisis: The competition is loud in Intel: Is the chip giant “too big to fix it?”

Intel hates expectations with the numbers for the fourth quarter, but the positive effect quickly fizzled out. The analytes of the Bofa lower the thumb and stay with their underperform rating.

Due to the concern of new US tariffs, Intel was able to deliver a quarter of the early seats and a termination-oriented quarter. But the positive effect is more than compensated for a weak prognosis for the first quarter of 2025. Bofa Research’s analytes see a sinking gross margin of 36 percent – a historical low and 330 basis points of a market consensus of 39.3 percent.

The result: the analysts keep their underperform rating festival. Main reasons: weak CPU demand, high fixed costs and missing competitive advantages in the AI ​​segment. Here the semiconductor pioneer currently seems to be the connection. Intel has no competitive AI accelerator portfolio. The forr 2026 GPU GPU “Falcon Shores” is only enjoyed internship, the planned “Jaguar Shores” platform is likely to be too late.

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