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Intel’s Regression: Accuracy Of Its Guidance Falters, As 18A Capacity Gets Cannibalized To Feed The Older Intel 3 Process

Two Intel Core Ultra Series 2 boxes are displayed, with the left box labeled 5 and Discrete Graphics Required, and the right box labeled UNLOCKED, 250KF Plus, and LGA1851.

Intel’s CFO, David Zinsner, messed up big time, and his company paid for it through its nose, with an excruciating ~30 percent stock price drop on Friday. Zinsner’s ‘mea culpa’ appears all the more egregious when you compare the cheery nonchalance with which he delivered the guidance for Q3 2026 with the actual results that Intel announced on Thursday. This situation hints at a severe internal disconnect, one that now threatens to undermine the reliability of Intel’s projections altogether. Intel’s CFO predicted that the Client Computing and Physical AI Group “would be kind of flattish” in Q3, only to record […]

Read full article at https://wccftech.com/intels-regression-accuracy-of-its-guidance-falters-as-18a-capacity-gets-cannibalized-to-feed-the-older-intel-3-process/