Core Viewpoint - Intel's CEO emphasized the critical importance of factories in the semiconductor manufacturing process and highlighted the need for significant external customers to utilize its 14A process capacity [1] Group 1 - The CEO's statement underscores the ongoing relevance of manufacturing facilities for chip makers [1] - There is a specific focus on the necessity of external clients to support the production capacity of Intel's advanced 14A technology [1]

英特尔(INTC.O)CFO：由于英特尔7纳米工艺产能受限，预计第三季度英特尔代工服务收入将环比略有 下降。 ...

Core Insights - Intel's CEO indicated that the capital costs for the 14A process have increased, suggesting that achieving "acceptable returns" requires both Intel's products and substantial external customers to drive capital investment [1] Group 1 - The increase in capital costs for Intel's 14A process highlights the need for a strategic approach to investment [1] - Achieving acceptable returns is contingent upon the combination of Intel's offerings and external customer engagement [1]

Core Viewpoint - Intel's CEO stated that using only internal Intel products and the 18A manufacturing technology can yield reasonable investment returns [1] Group 1 - The emphasis on utilizing internal products indicates a strategic shift towards self-reliance in manufacturing [1] - The mention of the 18A manufacturing technology highlights its potential effectiveness in driving profitability [1]

Core Viewpoint - Intel's CEO emphasized that the foundry business remains a crucial part of the company's strategy [1] Group 1 - The foundry business is positioned as a key component of Intel's overall operations [1] - Intel aims to leverage its foundry services to enhance competitiveness in the semiconductor market [1] - The company is focusing on expanding its manufacturing capabilities to meet increasing demand [1]

英特尔(INTC.O)：到目前为止，我们在以色列的制造运营或产品开发中心都没有出现重大中断。 ...

智通财经7月25日电，英特尔称将大规模推出英特尔18A芯片。 ...

Core Insights - Intel's Q2 data center and AI revenue reached $3.94 billion, exceeding analyst expectations of $3.73 billion [1] - Q2 client computing revenue was $7.87 billion, surpassing analyst expectations of $7.29 billion [2] - Intel Foundry's Q2 revenue was $4.42 billion, slightly above analyst expectations of $4.39 billion [2] Financial Performance - Adjusted Q2 loss per share was $0.10, while analysts had anticipated earnings per share (EPS) of $0.011 [3] - The company maintains its full-year capital expenditure forecast at $18 billion, in line with analyst expectations of $18.13 billion [3] - Full-year net capital expenditure is expected to remain around $8 billion to $11 billion [3] - Q3 revenue is projected to be between $12.6 billion and $13.6 billion, with analyst expectations at $12.64 billion [3] Strategic Moves - The company plans to lay off approximately 15% of its workforce [3] - Following the earnings report, Intel's stock rose by 6.1% in after-hours trading [4]

英特尔(INTC.O)CEO：我们有望在九月份实施我们的返回办公室政策。我们将把人工智能的努力重点放 在开发一个统一的硬件、系统和软件堆栈战略上。 ...

英特尔(INTC.O)计划裁员15%，并取消价值数十亿美元的项目以寻求复苏。 ...