Intel CEO: The potential market size for semiconductors is estimated to be nearly one trillion dollars

Golden Finance reports that on April 24th, local time on April 23rd after the U.S. 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 has become the core growth engine, with explosive demand for server CPUs, 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 Pat Gelsinger stated frankly that although factory capacity continues to increase, demand across all business segments still exceeds supply, especially for Xeon server CPUs, which are expected to maintain strong growth in the next two years. Gelsinger 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, Gelsinger predicts that driven by explosive growth in AI demand, the overall potential market size of the semiconductor industry has approached $1 trillion. However, Intel’s management also warned that the company still faces multiple pressures, including declining demand in the PC market, rising costs, expanded capital expenditures, and supply tightness. (Dongxin News Agency)