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Intel's performance reaches its strongest growth in the past 15 years. AI Agent brings revaluation of CPU

2026-07-24·newswire-us-stock-004617
Intel's performance reaches its strongest growth in the past 15 years. AI Agent brings revaluation of CPU.

After the U.S. stock market closed on Thursday, 23rd Eastern Time, Intel announced its second quarter results for 2026. The company's second quarter revenue was US$16.13 billion, a year-on-year increase of 25%, which was nearly 12% higher than analysts' expectations (US$14.43 billion). It was the strongest quarterly revenue growth in the past fifteen years.

Among them, data center and artificial intelligence (AI) revenue was US$6.26 billion, a year-on-year increase of nearly 60%, more than twice the growth rate of total revenue. The company expects third-quarter revenue of US$15.8-16.8 billion, while analysts expected US$15.06 billion. Intel's U.S.

stocks rose more than 13% after the market closed due to earnings and performance guidance that exceeded expectations. A CITIC Securities research report stated that Agent is expected to significantly boost CPU demand and bring about a revaluation of the value of CPUs.

Under optimistic circumstances, the ratio of CPU to GPU will reach 8:1, and the forward market size is expected to reach 2 trillion US dollars, which is higher than the current GPU market size. 2026 will also be the year of accelerated penetration of domestic CPUs.

It is expected that the penetration rate of domestic CPUs in the domestic commercial market will rapidly increase from single digits to double digits. It is recommended to pay attention to domestic leading CPU & GPU companies and leading super node companies related to the industry chain.

According to the Finance Association’s theme database, among the relevant listed companies: Hesheng New Materials' joint-stock company Yizhi Electronics is one of the core companies in the field of localized CPUs. It designs smart chips that integrate first-class AI algorithms and advanced process technology.

Montage Technology expects that starting next year, with the mass production of server CPU platforms supporting CXL3.0, more advanced memory pooling solutions will gradually be implemented. In the next few years, the penetration rate of CXL in data centers is expected to enter a stage of rapid growth.

The company is an important strategic partner of Intel Corporation.

#Stocks #Nvidia #Intel #AI #Semiconductors

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Intel's performance reaches its strongest growth in the past 15 years. AI Agent brings revaluation of CPU

[Intel's performance hits the strongest growth in the past fifteen years, AI Agent brings revaluation of CPUs] After the U.S. stock market closed on Thursday, the 23rd, Eastern Time, Intel announced its second quarter results for 2026. The company's second quarter revenue was US$16.13 billion, a year-on-year increase of 25%, which was nearly 12% higher than analysts' expectations (US$14.43 billion). It was the strongest quarterly revenue growth in the past fifteen years. Among them, data center and artificial intelligence (AI) revenue was US$6.26 billion, a year-on-year increase of nearly 60%, more than twice the growth rate of total revenue. The company expects third-quarter revenue of US$15.8-16.8 billion, while analysts expected US$15.06 billion. Intel's U.S. stocks rose more than 13% after the market closed due to earnings and performance guidance that exceeded expectations.

After the U.S. stock market closed on Thursday, 23rd Eastern Time, Intel announced its second quarter results for 2026. The company's second quarter revenue was US$16.13 billion, a year-on-year increase of 25%, which was nearly 12% higher than analysts' expectations (US$14.43 billion). It was the strongest quarterly revenue growth in the past fifteen years. Among them, data center and artificial intelligence (AI) revenue was US$6.26 billion, a year-on-year increase of nearly 60%, more than twice the growth rate of total revenue. The company expects third-quarter revenue of US$15.8-16.8 billion, while analysts expected US$15.06 billion. Intel's U.S. stocks rose more than 13% after the market closed due to earnings and performance guidance that exceeded expectations. A CITIC Securities research report stated that Agent is expected to significantly boost CPU demand and bring about a revaluation of the value of CPUs. Under optimistic circumstances, the ratio of CPU to GPU will reach 8:1, and the forward market size is expected to reach 2 trillion US dollars, which is higher than the current GPU market size. 2026 will also be the year of accelerated penetration of domestic CPUs. It is expected that the penetration rate of domestic CPUs in the domestic commercial market will rapidly increase from single digits to double digits. It is recommended to pay attention to domestic leading CPU & GPU companies and leading super node companies related to the industry chain. According to the Finance Association’s theme database, among the relevant listed companies: Hesheng New Materials' joint-stock company Yizhi Electronics is one of the core companies in the field of localized CPUs. It designs smart chips that integrate first-class AI algorithms and advanced process technology. Montage Technology expects that starting next year, with the mass production of server CPU platforms supporting CXL3.0, more advanced memory pooling solutions will gradually be implemented. In the next few years, the penetration rate of CXL in data centers is expected to enter a stage of rapid growth. The company is an important strategic partner of Intel Corporation.

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