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Technology Stocks : ASML Holding NV
ASML 1,455+2.2%3:59 PM EST
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From: BeenRetired1/28/2026 5:02:20 AM
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Intel's 21% sell-off looks ugly — but the numbers tell another story

However, context is critical to understanding this miss. This reduction in guidance was not caused by a lack of customers or by canceled orders. Instead, it is driven by severe supply constraints. According to CFO David Zinsner, the company has completely depleted its buffer inventory. Essentially, Intel sold every chip it had sitting on the shelves in late 2025. The company is now entering 2026 in a hand-to-mouth scenario, where it cannot manufacture chips fast enough to meet growing demand.

This supply bottleneck is a direct result of the company’s aggressive technology transition. Intel is currently ramping up production of its 18A node, an advanced manufacturing process critical to its future competitiveness.
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