<p>英特尔（Intel）股票今日下跌，因为这家陷入困境的芯片股在行业龙头 <strong>ASML</strong> 发布 2025 年业绩预期后被卷入更广泛的行业抛售中，ASML 股价下跌了 16.43%。</p>
<p>截至美东时间下午 3:16，英特尔股票因这一消息下跌了 3.3%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQxODYvdHdlZXplcnMtd2l0aC1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQxODYvdHdlZXplcnMtd2l0aC1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Foundry demand is slowing</h2>
<p>ASML 是半导体行业中一家值得关注的关键公司，特别是对于像英特尔这样的晶圆代工运营商，因为 ASML 向它们提供顶尖的光刻机器用于制造半导体。</p>
<p>今天早上，在其第三季度财报中，ASML 表示其机器的需求复苏预期时间比预期的要长，原因是逻辑芯片和存储芯片的疲软。英特尔在逻辑芯片领域竞争，但几年前出售了其存储业务。</p>
<p>英特尔的晶圆代工业务在公司今年 8 月宣布的重组计划后充满不确定性，该计划包括裁员至少 15%。英特尔上个月宣布与 <strong>亚马逊</strong> 达成协议，为其定制人工智能（AI）芯片。然而，ASML 的消息表明晶圆代工行业的增长可能比投资者期望的更为缓慢。这可能会影响英特尔，因为该公司对其新的晶圆服务业务抱有重大雄心。</p>
<p>此外，该公司还宣布与 <strong>AMD</strong> 合作，组建一个关于它们共同拥有的 x86 中央处理器（CPU）架构的咨询小组。此举似乎旨在抵制 <strong>Arm Holdings</strong>，后者由于其节能架构主导智能手机 CPU 市场份额，并一直从英特尔和 AMD 那里夺取市场份额。</p>
<h2>英特尔的未来展望</h2>
<p>任何行业层面或宏观风险对英特尔都将尤为棘手，因为该公司已经在努力实现盈利，并且其晶圆部门每个季度都在亏损数十亿美元。虽然有复苏的潜力，但英特尔此时不能承担任何错误，无论是内部原因还是外部原因。</p>

英特尔

<p>英特尔股价下跌了 3.3%，这是在更广泛的半导体行业抛售的背景下发生的，这一抛售是由 ASML 发布的 2025 年预测令人失望所引发的。ASML 的报告突显了晶圆代工需求复苏速度低于预期，这影响了英特尔在晶圆市场上的雄心。尽管最近与 AMD 达成合作伙伴关系，并与亚马逊达成人工智能芯片生产协议，但英特尔面临着重大挑战，包括涉及裁员的重组计划以及晶圆部门持续亏损。展望仍然不确定，宏观经济因素可能进一步阻碍英特尔的复苏努力</p>

<p>Shares of <strong>Intel</strong>(INTC -3.87%) were falling today as the struggling chip stock got swept up in a broader sector sell-off after industry bellwether <strong>ASML</strong>(ASML -16.43%) gave a downbeat forecast for 2025.</p>
<div class="lb-trans"><p>英特尔（Intel）股票今日下跌，因为这家陷入困境的芯片股在行业龙头 <strong>ASML</strong> 发布 2025 年业绩预期后被卷入更广泛的行业抛售中，ASML 股价下跌了 16.43%。</p>
</div><p>As of 3:16 p.m. ET, Intel stock was down 3.3% on the news.</p>
<div class="lb-trans"><p>截至美东时间下午 3:16，英特尔股票因这一消息下跌了 3.3%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQxODYvdHdlZXplcnMtd2l0aC1jb21wdXRlci1jaGlwLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F794186%2Ftweezers-with-computer-chip.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Foundry demand is slowing</h2>
<div class="lb-trans"><h2>Foundry demand is slowing</h2>
</div><p>ASML is a key company to watch in the semiconductor industry, especially for foundry operators like Intel, as ASML supplies them with top-of-the-line lithography machines to make semiconductors.</p>
<div class="lb-trans"><p>ASML 是半导体行业中一家值得关注的关键公司，特别是对于像英特尔这样的晶圆代工运营商，因为 ASML 向它们提供顶尖的光刻机器用于制造半导体。</p>
</div><p>This morning, in its third-quarter earnings report, ASML said the expected recovery in demand for its machines is taking longer than expected, citing weakness in logic and memory chips. Intel competes in logic chips but sold its memory business a few years ago.</p>
<div class="lb-trans"><p>今天早上，在其第三季度财报中，ASML 表示其机器的需求复苏预期时间比预期的要长，原因是逻辑芯片和存储芯片的疲软。英特尔在逻辑芯片领域竞争，但几年前出售了其存储业务。</p>
</div><p>Intel's foundry operations are surrounded by uncertainty following the company's restructuring announcement in August, which includes laying off at least 15% of its workforce. Intel did score a win last month when it announced a deal to make a custom artificial intelligence (AI) fabric chip for <strong>Amazon</strong>. However, the ASML news signals that growth in the foundry industry could be more sluggish than investors had hoped. This would likely impact Intel as the company has major ambitions for its new foundry services business.</p>
<div class="lb-trans"><p>英特尔的晶圆代工业务在公司今年 8 月宣布的重组计划后充满不确定性，该计划包括裁员至少 15%。英特尔上个月宣布与 <strong>亚马逊</strong> 达成协议，为其定制人工智能（AI）芯片。然而，ASML 的消息表明晶圆代工行业的增长可能比投资者期望的更为缓慢。这可能会影响英特尔，因为该公司对其新的晶圆服务业务抱有重大雄心。</p>
</div><p>Elsewhere, the company also announced a partnership with <strong>AMD</strong> to form an advisory group on the x86 central processing unit (CPU) architecture they share. The move seems designed to push back on <strong>Arm Holdings</strong>, which dominates smartphone CPU market share due to its power-efficient architecture and has been taking market share from Intel and AMD.</p>
<div class="lb-trans"><p>此外，该公司还宣布与 <strong>AMD</strong> 合作，组建一个关于它们共同拥有的 x86 中央处理器（CPU）架构的咨询小组。此举似乎旨在抵制 <strong>Arm Holdings</strong>，后者由于其节能架构主导智能手机 CPU 市场份额，并一直从英特尔和 AMD 那里夺取市场份额。</p>
</div><h2>What's next for Intel</h2>
<div class="lb-trans"><h2>英特尔的未来展望</h2>
</div><p>Any sector-level or macro headwinds will be especially problematic for Intel as the company is already struggling to turn a profit and is losing billions a quarter in its foundry division. While there is potential for a comeback, Intel can ill afford anything to go wrong at this point, whether that's internally or outside of its control.</p>
<div class="lb-trans"><p>任何行业层面或宏观风险对英特尔都将尤为棘手，因为该公司已经在努力实现盈利，并且其晶圆部门每个季度都在亏损数十亿美元。虽然有复苏的潜力，但英特尔此时不能承担任何错误，无论是内部原因还是外部原因。</p>
</div>

Why Intel Stock Was Sliding Today

- 英特尔 (Intel) 股价因 ASML 2025 年前景不佳而下跌 3.3%。
- ASML 报告显示半导体设备需求恢复缓慢，影响行业前景。
- 英特尔面临重组和盈利压力，未来增长充满不确定性。

为什么英特尔的股票今天下跌