El CEO de Intel: Se espera que el tamaño potencial del mercado de semiconductores alcance casi un billón de dólares

Golden Finance report, April 24th, local time April 23rd after the US stock market closed, Intel officially released its Q1 2026 fiscal year earnings report and held an earnings conference call. The company delivered its sixth consecutive quarter of better-than-expected results, with revenue, gross margin, and earnings per share all surpassing guidance, AI business becoming the core growth engine, server CPU demand exploding, and progress in advanced processes and packaging exceeding expectations. Buoyed by this earnings report, Intel’s stock price surged nearly 20% in after-hours trading.
During the earnings call, Intel CEO Chen Lifu straightforwardly stated that although factory capacity continues to increase, demand across all business segments remains higher than supply, especially for Xeon server CPUs, which are expected to maintain strong growth momentum in the next two years. Chen Lifu also pointed out: “In the past few years, the focus in high-performance computing has almost entirely been on graphics processors and other accelerators. In recent months, clear signs have shown that central processing units are once again becoming an indispensable foundation in the era of artificial intelligence.” Looking at the entire market, Chen Lifu predicts that driven by explosive growth in AI demand, the overall potential market size of the semiconductor industry has approached 1 trillion US dollars. However, Intel’s management also warned that the company still faces multiple pressures such as declining demand in the PC market, rising costs, expanded capital expenditures, and tight supply. (Dongxin News Agency)