I-Intel ikhiphe umbiko wayo wemali engenayo wekota yesibili ka-2026, ibika imali engenayo edlula okulindelwe, eqhutshwa yisidingo sobuhlakani bokwenziwa. Kodwa-ke, intengo yesitoko iye yehla kakhulu ngenxa yokuvela komncintisani waseShayina kanye nokukhathazeka ngokusetshenziswa kwe-AI.
Le nkampani yase-US ifinyelele ukukhula kwayo okukhulu kwemali engenayo eminyakeni engaphezu kweyishumi nesigamu, kodwa imakethe iyajezisa ukungaqiniseki kwezepolitiki kanye nezindleko eziphakeme zokushintshela kwayo ekukhiqizeni izinkontileka. Ake sihlukanise idatha ebalulekile.
Imiphumela yekota yesibili: imali engenayo eqopha umlando eminyakeni eyi-15
Imali engenayo iyonke ye-Intel ifinyelele ku-$16.130 billion, ikhuphuke ngo-25,4% unyaka nonyaka, idlula izibikezelo zabahlaziyi ngama-$1.650 billion. La división de centros de datos e inteligencia artificial (DCAI) fue el motor principalNgokuthengiswa okungu-$6.300 billion, kukhuphuke ngo-59%. Ibhizinisi lamaklayenti elisebenzisa amakhompyutha (ama-PC processors) nalo likhule ngo-13% laya ku-$8.900 billion. Naphezu kwalokhu, inkampani ithole ukulahlekelwa yi-GAAP okungu-$11.030 billion, yize ngemibandela elungisiwe ithole inzuzo engu-$2.200 billion.
I-Intel Foundry: intuthuko embonini yokwakha, kodwa isalokhu ibalulekile
I-Intel Foundry, uphiko lokukhiqiza lweqembu lesithathu, ibike imali engenayo engu-$5.800 billion, okuwukwenyuka okungu-31% unyaka nonyaka. Kodwa-ke, las pérdidas operativas se redujeron de 3.168 a 2.089 millonesLokhu kubonisa ukuthi inzuzo isalokhu iyinselele. I-CEO uLip-Bu Tan ugcizelele ukuthi isidingo semikhiqizo yabo sidlula umthamo wokukhiqiza, ikakhulukazi kumaseva, lapho i-Xeon 6 ithola khona ukwamukelwa okurekhodiwe.
Umhlahlandlela wekota yesithathu kanye ne-capex outlook
Kule kota yamanje, i-Intel ilindele imali engenayo ephakathi kuka-$15.800 billion no-$16.800 billion, kanye ne-gross margin elungisiwe engaba ngu-42% kanye nemali engenayo ngesabelo ngasinye engu-$0,38. La compañÃa ha elevado su previsión de gasto de capital (capex) a 20.000 millones para 2026, ngenkathi isheshisa ukuguqulwa kwayo ibe ukuncibilikisa kanye itshala imali esitshalweni sayo e-Ireland ukuthuthukisa ukukhiqizwa kwama-chip. Isikhulu Esiphezulu Sezezimali uDavid Zinsner uchaze ukuthi amandla okukhiqiza asemngceleni wawo nokuthi amakhasimende esikhungo sedatha afuna ama-chip amaningi kunalawo angakhiqizwa.
Ukusabela kwemakethe: ukuwohloka kwemakethe yamasheya kanye nokuncintisana kwaseShayina
Naphezu kwemiphumela emihle, amasheya e-Intel ehle cishe ngo-6% ngesikhathi esisodwa, futhi athole ukwehla okungu-32% ngenyanga edlule. El detonante fue el espectacular debut del fabricante chino de memorias CXMTeqoqe amaRandi ayizigidigidi ezingu-8.600 ku-IPO yayo futhi yakhuphuka ngo-466%, idlula imali yemakethe ye-Intel. Abatshalizimali besaba ukuthi ukuncintisana kwaseShayina kanye nokusebenzisa imali ngokweqile ku-AI kunganciphisa amathuba omkhakha.
Ukuhlaziywa kochwepheshe: ithuba noma ingozi?
Abahlaziyi be-BofA, abaholwa nguVivek Arya, balondoloza isincomo sokuthenga ngentengo ehlosiwe engu-$160, bethi el apalancamiento operativo de Intel podrÃa cuadruplicar sus beneficios en tres o cuatro añosKodwa-ke, ukuvumelana kweWall Street kuqaphile kakhulu: abahlaziyi abangu-48 bayinikeza isilinganiso esimaphakathi "sokubamba" kanye nomgomo wentengo ongu-$115,27. Isihluthulelo sizoba ukuthi i-Intel Foundry iyakwazi yini ukuheha amakhasimende amakhulu angaphandle nokuthi ngabe isidingo se-AI siyasebenza yini.
I-Intel iveze imiphumela emihle ngokukhula okuqopha umlando, kodwa imakethe ijezisa inkampani ngokungaqiniseki kwezepolitiki kanye nezindleko eziphakeme ezidingekayo ukuze kuncintiswane enkathini ye-AI. Le nkampani ibhekene nenselele yokwenza ukutshalwa kwezimali kwayo ezindaweni zokukhiqiza kube nenzuzo ngenkathi ibhekene nengcindezi evela kubancintisani baseShayina kanye nesidingo sokugcina ijubane layo lokutshalwa kwezimali. Ikota ezayo izoba yinto ebalulekile ekunqumeni ukuthi ukuguqulwa kuzoletha yini izinzuzo.
