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Five of the biggest U.S. chipmakers<\/a> were set to erase nearly $15 billion in market value on Friday after Intel<\/a> Corp stumped Wall Street with dismal earnings projections, fanning fears around a slump in the personal-computer market.
The company predicted a surprise loss for the first quarter and its revenue forecast was $3 billion below estimates as it also struggled with slowing growth in the data center business.
Intel shares fell 10% before the bell, with rival Advanced Micro Devices<\/a>, Nvidia<\/a>, Applied Materials<\/a> and Qualcomm<\/a> losing between 0.8% and 3.2%. Intel supplier KLA Corp<\/a> fell 5% after its own dismal forecast.
\"No words can portray or explain the historic collapse of Intel,\" said Rosenblatt Securities' Hans Mosesmann, who was among the 21 analysts who cut their price targets on the stock.
The poor outlook underscored the challenges facing Chief Executive Pat Gelsinger as he tries to reestablish Intel's dominance of the sector by expanding contract manufacturing and building new factories in the United States and Europe.
The company has steadily been losing market share to rivals like AMD, which has used contract chipmakers such as Taiwan-based TSMC to make chips that outpace its technology.
\"AMD's Genoa and Bergamo (data center) chips have a strong price-performance advantage compared to Intel's Sapphire Rapids processors<\/a>, which should drive further AMD share gains,\" said Matt Wegner, analyst at YipitData.
Analysts say that puts Intel at a disadvantage even when the data center market bottoms out, expected in the second half of 2022, as the company would have lost even more share by then.
\"It is now clear why Intel needs to cut so much cost as the company's original plans prove to be fantasy,\" brokerage Bernstein said. \"The magnitude of the deterioration is stunning, and brings potential concern to the company's cash position over time.\"
Intel, which plans to cut $3 billion in costs this year, generated $7.7 billion in cash from operations in the fourth quarter and paid dividends of $1.5 billion.
With capital expenditure estimated to be around $20 billion in 2023, analysts say the company should consider cutting its dividend.
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五个最大的美国芯片制造商将擦除后在周五市场价值近150亿美元吗英特尔集团难住了华尔街惨淡的业绩预测,范宁在衰退的担忧在个人电脑市场上。
该公司预计第一季度意外损失及其收入预期是30亿美元低于估计也在数据中心业务增长放缓。
英特尔股价下跌10%在贝尔之前,与竞争对手高级微设备,英伟达,应用材料和高通失去在0.8%和3.2%之间。英特尔供应商解放军的集团自己的悲观预测后下跌了5%。
“无法用语言描述或解释英特尔的历史性的崩溃,“说Rosenblatt证券谁是21分析师汉斯·摩西曼削减股票目标价。
穷人前景凸显了首席执行官Pat Gelsinger面临的挑战,他试图重建英特尔的主导部门通过扩大合同制造和建造新工厂在美国和欧洲。
该公司稳步失去市场份额竞争对手AMD,已使用合同芯片制造商如台湾台积电芯片超过其技术。
“AMD的热那亚和贝加莫(数据中心)相比,英特尔的芯片有很强的性价比优势蓝宝石急流处理器市场份额,这将进一步推动AMD”, YipitData分析师马特•韦格纳说。
分析人士说,让英特尔处于不利地位,即使数据中心市场触底反弹,预计在2022年下半年,公司就会损失更多的份额。
“现在很清楚为什么英特尔需要削减成本,公司的原计划是幻想,“经纪伯恩斯坦说。“恶化的大小是惊人的,并带来潜在的关注公司的现金头寸。”
英特尔计划今年将削减30亿美元的成本,创造了77亿美元的现金从第四季度业务和分红为15亿美元。
与2023年资本支出估计为200亿美元左右,分析师表示,该公司应该考虑削减股息。
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