Kristina Partsinevelos(@KristinaParts):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

2026.07.23 20:31

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

Kristina Partsinevelos@KristinaParts

2026.07.23 20:29

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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