$INTC · Schwab Network · 2026-10-30

There is no doubt that there is a good news and bad news scenario here for Intel. Certainly, on the data center (DC) side, also known as the Data Center and Artificial Intelligence unit , revenues rose 78% year-over-year to a record high of $7.3 billion.

But, on the other hand, as we saw in the client computing and physical artificial intelligence group , it shrank by 5% year-on-year to $8.1 billion. So, what we're looking forward to seeing going forward is how Intel can actually respond to the ongoing issues on the PC side.

And also, of course, there is the semiconductor foundry side, which is improving in terms of revenue on an annual basis. However, this is still a huge investment on Intel’s part, and the deciding factor in 2025 and beyond will be how Intel can improve its foundry business to prove it can compete more effectively with its semiconductor peers.

I don't know to what extent this actually directly affects Intel. Intel has the same internal struggle that every other company in the chip industry that sells its products to both consumers and data centers has, right?

But Intel is still the dominant player and market leader in consumer computing, isn't it? This is something I believe Intel needs to determine internally; How much of their next-generation foundry technology are they directing towards Xeon processors for data centers versus Core processors for consumers?

some analysts are now saying: "Look, based on your view that Intel is still Intel, maybe now is the time to buy when the price is low ."

When you see a stock drop by almost 50% in one month, Yes, no, I think it's definitely an opportunity. These are the fundamentals of a well-prepared Intel company, which, in my opinion, will prove to be better results over the next two years at least.

It is clear that Intel is succeeding in this area, and this indicates why Intel is such a strong investment . This is also coupled with the fact that we expect Intel to start attracting new customers for its manufacturing (foundry) business.

This will prove that all the investments they are making in 18A and 14A technologies will pay off.

if you were to bet on Intel today, you'd bet that their foundry business would be a key pillar of chip production within the United States, right? I think it's hard to argue that this will be the case.

Intel will be the dominant player in this field . So I think if you're betting on Intel today, you're betting on foundries, but there's no reason why they can't also thrive in that area as a leader in computing at the same time.

my assertion was that if you were betting on Intel before this week, you were essentially betting on them maintaining what they could achieve in computing, and growing where they could, but the foundries were the big engine and that hasn't changed today. So, to me, it doesn't seem entirely logical.

the company has exceeded Wall Street's expectations. Revenues exceeded expectations, but the outlook is still a bit short-term , you know, it's a bit vague. The charts of Hewlett-Packard, Dell, and Intel are very similar ; they rose until September and then started to decline slightly.