Intel CEO Lip-Bu Tan to shareholders: We can’t fully meet market demand

2026-01-26 - 04:03

Chip giant Intel admitted disappointment in meeting market demand, reporting a Q4 loss and forecasting further losses due to supply shortages and production ramp-up costs. Revenue dipped, missing expectations, and shares fell sharply. The company acknowledged internal missteps in anticipating AI data center CPU demand, with supply issues expected to persist before improving later in spring.