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Technology Stocks : ASML Holding NV
ASML 1,071+1.8%3:59 PM EDT

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From: BeenRetired10/24/2025 6:03:49 AM
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INTC: 1Q26 “most challenging”. "make enough chips to meet robust demand"

In a phone interview with Barron’s, Zinsner said demand for PCs has been stronger than the company expected as corporations are upgrading computers to move to the current version of Microsoft Windows. Enterprises and cloud computing companies are also upgrading servers at a strong pace, he said. He predicts Intel’s first quarter in 2026 will be the “most challenging” for the company to make enough chips to meet the robust demand.

Intel stock was up on Thursday after the chip maker reported better-than-expected third-quarter earnings results, citing strong demand for PC processors.

“Our stronger than expected Q3 results mark our fourth consecutive quarter of improved execution and reflect the underlying strength of our core markets,” Zinsner said in a release. “Current demand is outpacing supply, a trend we expect will persist into 2026.”

Intel Stock Rises After Strong Earnings. CFO Says Chip Demand Will Outpace Supply Into Next Year.
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