The most critical question Intel has not answered

going into this Q’s earning report, institutions have “very low” expectation on Intel

* They know Intel is in transition and their future investment will take another 12 month to bear fruit
* They know i13 and i14 has quality issues and will be delayed for months if not quarters
* They know Intel has nothing to offer in GPU that customers would buy, nor do they have any ARM compatible solutions to offer
* They know Intel next quarter will not see improvement and therefore have “already” revised estimate down before the earning report

The stage is set so that expectation is so low everyone thinks Intel would at least meet next quarter guidance if not raising it slightly.

But….

Intel came out with a “substantially” lower guidance for next quarter. Every analyst report that I have read so far is asking this fundamental question but no one has answer “The entire semiconductor industry is seeing huge demand and sky high Capex investment from their customers. While no one buys GPU from Intel, every GPU still needs a CPU to run. How on earth would Intel miss the already lowered estimate for next quarter by so much”

There is something just fundamentally broken with this company. It does not look like they know why revenue will be bad either next quarter.