Chipmaker Intel 急に上がるs on 調印するs of PC market 回復

By Samrhitha A

Oct 27 (Reuters) - Intel rose nearly 8% on Friday and 誘発するd a jump in 半導体素子 在庫/株s after its 上昇傾向 予測(する) signaled that the personal computer market was 回復するing from its 4半期/4分の1s-long 低迷.

The chipmaker was 始める,決める to 増加する its market value by nearly $11 billion. Other 半導体素子 会社/堅いs such as 前進するd Micro 装置s , Nvidia and Arm rose 1.6% to 2.2%.

"(Intel) does appear to have turned the corner on the worst of it", Bernstein 分析家s said, pointing to the 改良s in the PC-焦点(を合わせる)d 商売/仕事 and 顧客s it had 調印するd for its 半導体素子 契約 製造業の 商売/仕事, の中で others.

Intel 予測(する) fourth-4半期/4分の1 歳入 and 利ざやs above 塀で囲む Street 見積(る)s on Thursday, after it 報告(する)/憶測d a smaller-than-恐れるd 拒絶する/低下する in the segment that houses its PC 商売/仕事 for the July-September period.

Under CEO Pat Gelsinger, Intel is trying to turn around its 商売/仕事 by making 激しい 組織/基盤/下部構造 投資s that the company hopes will give it an 辛勝する/優位 in chipmaking and 許す it to compete with the likes of Taiwan's TSMC for foundry (弁護士の)依頼人s.

After 安全な・保証するing three 無名の (弁護士の)依頼人s for the 契約 製造業の 部隊, Gelsinger told Reuters on Thursday that he 推定する/予想するs to の近くに a 取引,協定 for a fourth 顧客 before the end of the year.

"The foundry 商売/仕事 is slowly taking 形態/調整. The 告示 of new 顧客s is a (疑いを)晴らす 肯定的な that shows there is 顧客 利益/興味 in what Intel brings to the (米)棚上げする/(英)提議する," Logan Purk, 分析家 at Edward Jones, said.

At least 17 分析家s raised their price 的s on the 在庫/株, 上げるing the median 見解(をとる) to $37, によれば LSEG data. Intel has 決起大会/結集させるd 23% this year, but its 伸び(る)s have paled in comparison to the 44.6% jump at AMD an d nearly three-倍の rise at Nvidia.

Intel 貿易(する)s at 22.2 times its 12-month 今後 収入s 見積(る)s, compared with Nvidia's 26.06.

Bernstein 分析家 Stacy Rasgon said Intel's "AI story still seems ごくわずかの" and the "datacenter 業績/成果 continues to を煩う 重要な headwinds".

The company is under 激しい 圧力 in the data 中心 半導体素子 market from Nvidia, whose graphic 過程ing 部隊s are used for training 人工的な 知能 models.

Sales at Intel's data 中心 商売/仕事, which also houses its AI 半導体素子 分割, dropped 10%. But the company has seen 利益/興味 殺到する for its "Gaudi" AI 半導体素子s.

"There's a lot of 利益/興味 in that. We're now 供給(する) constrained on Gaudi and racing to catch up to that," Gelsinger said. (報告(する)/憶測ing by Samrhitha Arunasalam in Bengaluru; Editing by Shounak Dasgupta)

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