---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40132809.md"
description: ""Don't be blinded by Intel's ugly earnings report. 'Delivery difficulties' are happy troubles—this shows that under the multiple pressures from Microsoft, Amazon, the U.S. Department of Defense, and its own AI PC chips, Intel's 18A capacity has become a scarce resource in the eyes of Silicon Valley and Washington.While everyone is laughing at its insufficient yield, smart money has already seen: once the yield crosses the 80% red line in the second half of 2026, Intel will complete a stunning reversal from 'beggar' to 'banker'."$Intel(INTC.US)"
datetime: "2026-04-23T11:38:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40132809.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40132809.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40132809.md)
author: "[烧焦的大石头](https://longbridge.com/en/profiles/20136517.md)"
---

# "Don't be blinded by Intel's ugly earnings rep…


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## Comments (1)

- **aboro · 2026-04-23T11:52:24.000Z**: In the end, it all boils down to the battle between long and short positions in the market. Policies are born to serve this battle. If most retail investors are chasing highs and buying long right now, then policies will be rolled out intensively to favor the short side; conversely, policies will le