For the first time since 2021, Intel's server chip volumes grew in 2025 (+9% y/y). Datacenter business posted highest revenue and operating income since 2022. While 1Q26 will see decline, rest of the year looks good for DC with more of the internal capacity allocated for DC. Still behind AMD though in terms of DC revenue. But a positive sign as DC has been underperforming for over 3 years.
Source: Sravan Kundojjala
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
