---
title: "Intel falls 6% as TSMC packaging comments add foundry competition pressure"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302150921.md"
description: "Intel drops 6% to $89.14 as TSMC packaging remarks intensify foundry rivalry amid sector selloff."
datetime: "2026-10-16T22:10:17.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302150921.md)
  - [en](https://longbridge.com/en/news/302150921.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302150921.md)
generator: "portal-rs"
---

# Intel falls 6% as TSMC packaging comments add foundry competition pressure

英特尔 (INTC.US) 盘后时段股价创近 1 个月新低，常规时段跌近**6%**，现报**89.14 美元**。

台积电就先进封装产能发表的评论加剧了与英特尔代工扩张计划的竞争压力。英特尔第二季度代工部门报告经营亏损**20.89 亿美元**，占营收的**36.2%**。投资者期待英特尔在封装里程碑和工厂经济效益方面取得具体进展，以支撑当前估值。

板块层面，半导体股遭遇自 2006 年以来最长连跌，CoreWeave 信用担忧及 AI 基础设施成本压力引发科技股资金外流。费城半导体指数连续下挫，多数芯片股普跌，市场担忧科技股估值回调风险。

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**