Kristina Partsinevelos
@KristinaParts
@CNBC Nasdaq correspondent covering semiconductors and AI hardware. Montreal native with a passion for dance and cookies.
参加 December 2009
1.3K フォロー中 31.4K ファン
Intel CFO on foundry: no new customer names tonight. But on data center supply: "We're undershipping them by quite a bit. We did in the 2nd quarter, we will in the 3rd quarter. We're expecting that to be the case in the 4th quarter." That's three quarters of caught demand. $INTC
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Intel beat: $16.1B revenue vs $14.4B expected, $0.42 EPS vs $0.21 (nearly 2x).
CFO tells me they locked in 10+ customers on long-term deals, capex rising next yr, 14A high volume in 2028. And they're still undershipping data center through year end. $INTC
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