英特尔惨崩近30％ 专家点出致命困境:同样逆风台积电撑得住
（华盛顿31日讯）美国芯片大厂英特尔（Intel）营运再度面临考验，受到最新财测不如市场预期影响，周五（30日）股价重挫28.58%，创下自1970年代以来最惨烈的单日跌幅，也让总执行长陈立武推动中的转型计划再受考验。
半导体分析师陆行之在脸书发文分析，英特尔目前面临记忆体价格上涨、PC需求疲弱、以色列厂区停工及ABF载板缺货等多重压力，但他认为，真正问题可能不只是外部环境，而是企业本身的执行力、产品及客户分散程度，台积电同样面临逆风却没有因此下修财测。
英特尔29日公布第3季财报，经调整每股盈余达0.52美元，优于市场预估的0.40美元，营收也年增21%，来到165.1亿美元，整体表现大致符合预期。然而，公司对第4季展望相对保守，预估营收仅150亿至160亿美元，每股盈余约0.25美元，毛利率更预估降至38%，明显低于第3季的44.1%，引发市场对后续获利能力的疑虑。
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内容概览 (Summary Overview)
Intel’s stock plummeted almost 29 % on Friday, the biggest single‑day drop since the 1970s, after the company gave a weaker‑than‑expected outlook for the next quarter. 📉
Analysts say Intel is hit by several problems: memory prices are rising, PC demand is soft, a factory in Israel was shut down after an explosion, and a key component called ABF substrate is in short supply. All of these factors are expected to cut revenue by about $6 billion over the next two quarters and lower profit margins.
The analyst also pointed out that rival TSMC faces similar market headwinds but has not lowered its forecasts. He suggests Intel’s bigger issue may be its own execution, product strength, and how its customers are spread out, implying the company is just making excuses. 🚀
Analysts say Intel is hit by several problems: memory prices are rising, PC demand is soft, a factory in Israel was shut down after an explosion, and a key component called ABF substrate is in short supply. All of these factors are expected to cut revenue by about $6 billion over the next two quarters and lower profit margins.
The analyst also pointed out that rival TSMC faces similar market headwinds but has not lowered its forecasts. He suggests Intel’s bigger issue may be its own execution, product strength, and how its customers are spread out, implying the company is just making excuses. 🚀
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