Intel Stock Plunges 10% as 'Intel Q4 2025 earnings report' Shows Revenue Slump
Intel shares dropped over 10% following the Intel Q4 2025 earnings report. Revenue fell 4% to $13.7 billion as the company eyes a foundry ramp-up in late 2026.
A 10% slide in early trading says it all. Intel's latest earnings report has sent investors running for the exits as the chipmaker struggles to find its footing in the AI era. According to Reuters, the company's ambitious turnaround plan is hitting a significant wall of market skepticism.
Intel Q4 2025 Earnings Report: Breaking Down the $13.7 Billion Revenue Miss
For the October-December quarter of 2025, Intel reported revenue of $13.7 billion, representing a 4% year-on-year decline. The disappointing figures come at a time when rivals like Nvidia and TSMC are riding high on the AI wave. The market's reaction was swift and brutal, wiping billions off the company's valuation in minutes.
Betting Big on a Second-Half Foundry Recovery
Despite the grim quarter, Intel's leadership is looking toward a brighter horizon. The company expects contract chipmaking orders to ramp up significantly in the second half of 2026. This pivot to the foundry model is seen as Intel's best shot at redemption. However, with TSMC planning record capex of up to $56 billion for 2026, the mountain Intel needs to climb remains incredibly steep.
This content is AI-generated based on source articles. While we strive for accuracy, errors may occur. We recommend verifying with the original source.
Related Articles
Japan has set a $254 billion domestic semiconductor sales target for 2040, aiming to rival the US and China. But ambition and execution are two very different things. Here's what's really at stake.
Denso's bid for Rohm isn't just another M&A deal. It's Toyota's strategic move to control the semiconductor supply chain for the EV era.
Marvell's stock surged 20% on strong AI-driven guidance, with CEO predicting accelerating growth through 2027. The chip sector's AI winners are expanding beyond Nvidia.
Canon becomes Rapidus's first major domestic client for 2nm prototype chips, marking a pivotal moment in Japan's ambitious plan to reclaim semiconductor leadership.
Japan has set a $254 billion domestic semiconductor sales target for 2040, aiming to rival the US and China. But ambition and execution are two very different things. Here's what's really at stake.
Denso's bid for Rohm isn't just another M&A deal. It's Toyota's strategic move to control the semiconductor supply chain for the EV era.
Marvell's stock surged 20% on strong AI-driven guidance, with CEO predicting accelerating growth through 2027. The chip sector's AI winners are expanding beyond Nvidia.
Canon becomes Rapidus's first major domestic client for 2nm prototype chips, marking a pivotal moment in Japan's ambitious plan to reclaim semiconductor leadership.
Thoughts
Share your thoughts on this article
Sign in to join the conversation