According to foreign media Seeking Alpha this 6th news, Intel CFO David Zinsner said at the UBS event, customers digesting inventory should not end at the end of this year, is likely to continue until 2023.
Zinsner also pointed out that the world is facing economic downturn. In view of this, Intel can not be clear that the semiconductor industry in 2023 Q1 there are signs of recovery. Intel is still dealing with customers to clean up inventory actions, perhaps not at the end of this year, will continue into next year, "coupled with the general headwinds in almost all regions, should not be better than the same period in the past".
Mizuho Securities technology analyst Jordan Klein believes that Zinsner's remarks may be a precautionary shot in advance, implying that Intel's 1Q next year may be about 5% lower than analysts' estimates, with gross margins and profits likely to be less than expected. He believes that Intel shares will encounter downside risk in the coming weeks.
It is reported that Intel announced its fiscal year 2022 third-quarter earnings in October, lowering its capital expenditure forecast for the fiscal year to $25 billion from the previous $27 billion and warning of job cuts.
source：aijiwei
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwid
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI.According to
The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical season
At the TSMC Technology Symposium 2025 on May 15 in Hsinchu, Taiwan, T.S. Chang, VP of Advanced Technology and Mask Engineering at TSMC, announced the company's accelerated fab expansion plans. Pre
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall profitability. Despi
The Semiconductor Industry Association (SIA) reports that global semiconductor sales reached USD 167.7 billion in the first quarter of 2025, marking an 18.8% increase compared to the same period last
