Intel announced its results for January-March 2026. Revenue was $13.577 billion, approximately 9% above market expectations, and guidance for the April-June quarter was set at $13 billion. The article discusses Intel's global standing in AI substrates.
Intel released its results for January-March 2026, reporting revenue of $13.577 billion, approximately 9% above market expectations. It also provided guidance of $13 billion for the quarter ending in June, covering the period from April onward, maintaining its growth outlook. The article describes the discussion of Intel's global position in the AI substrate market prompted by these results.
Meanwhile, Ibiden's share price rose approximately 12% from the previous day. The headline portrays Ibiden as making a major move related to AI substrates, attracting market attention alongside discussion of global demand for AI substrates.