Intel CEO Lip‑Bu Tan delivered sobering news to shareholders, acknowledging that the company is “not able to fully meet market demand.” Despite government support and recent stock surges, Intel reported a $333 million quarterly loss, citing supply shortages, weak fabrication yields, and mounting production costs that continue to hinder its turnaround.
Intel’s latest shareholder update has cast a shadow over its recovery narrative. CEO Lip‑Bu Tan admitted that the semiconductor giant is still struggling to meet global demand, despite aggressive investments and government backing.
The company reported a $333 million loss in the last quarter of 2025, with revenue dipping 4.1% to $13.7 billion. Shares fell more than 12% in pre‑market trading, reflecting investor concerns over Intel’s ability to regain competitiveness. Tan highlighted persistent manufacturing hurdles, disappointing fabrication yields, and heavy production ramp‑up costs as key obstacles.
While Intel projects revenue between $11.7 billion and $12.7 billion for Q1 2026, analysts warn that execution challenges could prolong its turnaround. Tan reassured shareholders that recovery will require “time and resolve,” but confidence remains fragile as rivals continue to capture market share.
Key Highlights / Major Takeaways
Intel posted a $333M quarterly loss; revenue down 4.1%
CEO admits company cannot fully meet market demand
Shares dropped 12–13% after disappointing outlook
Fabrication yields and supply shortages remain critical issues
Q1 2026 revenue guidance: $11.7B–$12.7B
Tan emphasizes recovery will take time and resilience
Sources: Times of India, Firstpost, Livemint