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Intel turnaround?

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Intel shares (INTC) jumped nearly 20% in after-hours trading on April 23, 2026, following a strong Q1 2026 earnings report that exceeded expectations, driven by high demand for AI-related CPUs and improved manufacturing capacity. The company, led by CEO Lip-Bu Tan, reported $13.6 billion in revenue and provided strong Q2 guidance, signaling a potential turnaround.
 
Intel announced price increases and also plans to buy back a large chunk of its fabs in Ireland which is rumoured to be a done deal. Both acts mean Intel will make a ton of margin on the Google, Tesla and Nvidia contracts.
 
Hopefully Intel come back in a meaningful fashion and force AMD to innovate/provide value.
*:looks at AM4 rig *

Been excellent value for me.

E: In other Intel news, have they abandoned some.of the future Arc gpus?
 
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Intel dominates the semiconductor market through sheer volume. There is nothing misleading here. The situation is what is and will likely always be this way.

90% of graphics is what you chose to go with as a measure of how competitive they are.

A number which is almost completely the copy pasted basic IGP that's stuffed into every Intel CPU and saves buying a graphics card when you only want the computer to do word processing and run videos.

If someone took you at face value they would be grossly misled.
 
It used to be 90% in the CPU market. Hopefully they put out something that can compete with the latest AMD chips so we get a good old fashioned price war.

Another price war! Intel needs to prop up its share price as it’s still very volatile. The desktop market is pretty irrelevant to Intel as it’s the notebook/enterprise where Intel makes serious money. The challenge for desktop segment is Intel needs a ground up new architecture and that’s going to be cost serious money to compete in a tiny market.
 
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