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Intel’s Comeback Raises Concerns as Foundry Loss Reaches $2.1B

Intel logoIntel
Sig3.20Sen-2.60Env0.00Soc0.00Gov0.00

Intel shares have risen 278% in a year, but the company’s foundry is still bleeding: a $2.1B quarterly loss consumed most of the $2.5B operating profit from its data center AI unit. Trailing results show a 7.6% margin on $57B revenue. Costs are easing as yields and cycle times improve, while 2026 capex tops $20B and 2027 is forecast higher.

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