<p>英特爾（Intel）股票今日下跌，因為這家陷入困境的芯片股在行業龍頭 <strong>ASML</strong> 發佈 2025 年業績預期後被捲入更廣泛的行業拋售中，ASML 股價下跌了 16.43%。</p>
<p>截至美東時間下午 3:16，英特爾股票因這一消息下跌了 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>圖片來源：Getty Images。</p>
<h2>Foundry demand is slowing</h2>
<p>ASML 是半導體行業中一家值得關注的關鍵公司，特別是對於像英特爾這樣的晶圓代工運營商，因為 ASML 向它們提供頂尖的光刻機器用於製造半導體。</p>
<p>今天早上，在其第三季度財報中，ASML 表示其機器的需求復甦預期時間比預期的要長，原因是邏輯芯片和存儲芯片的疲軟。英特爾在邏輯芯片領域競爭，但幾年前出售了其存儲業務。</p>
<p>英特爾的晶圓代工業務在公司今年 8 月宣佈的重組計劃後充滿不確定性，該計劃包括裁員至少 15%。英特爾上個月宣佈與 <strong>亞馬遜</strong> 達成協議，為其定製人工智能（AI）芯片。然而，ASML 的消息表明晶圓代工行業的增長可能比投資者期望的更為緩慢。這可能會影響英特爾，因為該公司對其新的晶圓服務業務抱有重大雄心。</p>
<p>此外，該公司還宣佈與 <strong>AMD</strong> 合作，組建一個關於它們共同擁有的 x86 中央處理器（CPU）架構的諮詢小組。此舉似乎旨在抵制 <strong>Arm Holdings</strong>，後者由於其節能架構主導智能手機 CPU 市場份額，並一直從英特爾和 AMD 那裏奪取市場份額。</p>
<h2>英特爾的未來展望</h2>
<p>任何行業層面或宏觀風險對英特爾都將尤為棘手，因為該公司已經在努力實現盈利，並且其晶圓部門每個季度都在虧損數十億美元。雖然有復甦的潛力，但英特爾此時不能承擔任何錯誤，無論是內部原因還是外部原因。</p>

英特爾

<p>英特爾股價下跌了 3.3%，這是在更廣泛的半導體行業拋售的背景下發生的，這一拋售是由 ASML 發佈的 2025 年預測令人失望所引發的。ASML 的報告突顯了晶圓代工需求復甦速度低於預期，這影響了英特爾在晶圓市場上的雄心。儘管最近與 AMD 達成合作夥伴關係，並與亞馬遜達成人工智能芯片生產協議，但英特爾面臨着重大挑戰，包括涉及裁員的重組計劃以及晶圓部門持續虧損。展望仍然不確定，宏觀經濟因素可能進一步阻礙英特爾的復甦努力</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>英特爾（Intel）股票今日下跌，因為這家陷入困境的芯片股在行業龍頭 <strong>ASML</strong> 發佈 2025 年業績預期後被捲入更廣泛的行業拋售中，ASML 股價下跌了 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>截至美東時間下午 3:16，英特爾股票因這一消息下跌了 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>圖片來源：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 是半導體行業中一家值得關注的關鍵公司，特別是對於像英特爾這樣的晶圓代工運營商，因為 ASML 向它們提供頂尖的光刻機器用於製造半導體。</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，在其第三季度財報中，ASML 表示其機器的需求復甦預期時間比預期的要長，原因是邏輯芯片和存儲芯片的疲軟。英特爾在邏輯芯片領域競爭，但幾年前出售了其存儲業務。</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>英特爾的晶圓代工業務在公司今年 8 月宣佈的重組計劃後充滿不確定性，該計劃包括裁員至少 15%。英特爾上個月宣佈與 <strong>亞馬遜</strong> 達成協議，為其定製人工智能（AI）芯片。然而，ASML 的消息表明晶圓代工行業的增長可能比投資者期望的更為緩慢。這可能會影響英特爾，因為該公司對其新的晶圓服務業務抱有重大雄心。</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，該公司還宣佈與 <strong>AMD</strong> 合作，組建一個關於它們共同擁有的 x86 中央處理器（CPU）架構的諮詢小組。此舉似乎旨在抵制 <strong>Arm Holdings</strong>，後者由於其節能架構主導智能手機 CPU 市場份額，並一直從英特爾和 AMD 那裏奪取市場份額。</p>
</div><h2>What's next for Intel</h2>
<div class="lb-trans"><h2>英特爾的未來展望</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>任何行業層面或宏觀風險對英特爾都將尤為棘手，因為該公司已經在努力實現盈利，並且其晶圓部門每個季度都在虧損數十億美元。雖然有復甦的潛力，但英特爾此時不能承擔任何錯誤，無論是內部原因還是外部原因。</p>
</div>

Why Intel Stock Was Sliding Today

- 英特爾 (Intel) 股價因 ASML 2025 年前景不佳而下跌 3.3%。
- ASML 報告顯示半導體設備需求恢復緩慢，影響行業前景。
- 英特爾面臨重組和盈利壓力，未來增長充滿不確定性。

為什麼英特爾的股票今天下跌