Finansi\u0101lais st\u0101voklis un invest\u012bciju noz\u012bme<\/p>\n
Ra\u017eot\u0101ja Intel jaun\u0101kais finan\u0161u p\u0101rskats liecina, ka 2025. gad\u0101 uz\u0146\u0113mums piedz\u012bvojis 300 miljonu dol\u0101ru lielus zaud\u0113jumus. Tom\u0113r \u0161is rezult\u0101ts sasniegts, pateicoties iev\u0113rojam\u0101m \u0101r\u0113j\u0101m invest\u012bcij\u0101m 20,4 miljardu dol\u0101ru apm\u0113r\u0101. Lai gan zaud\u0113jumi joproj\u0101m ir re\u0101li, tie ir iev\u0113rojami maz\u0101ki nek\u0101 iepriek\u0161\u0113j\u0101 gad\u0101, kad tie sasniedza 18,8 miljardus dol\u0101ru. \u0160\u0101ds pav\u0113rsiens apliecina \u0101r\u0113jo finan\u0161u injekciju noz\u012bm\u012bgumu, lai stabiliz\u0113tu uz\u0146\u0113muma finansi\u0101lo st\u0101vokli un nov\u0113rstu v\u0113l dramatisk\u0101ku pasliktin\u0101jumu.<\/p>\n
P\u0101rskats par ceturto ceturksni un visu 2025. gadu atkl\u0101j ar\u012b zem\u0101ko pe\u013c\u0146u kop\u0161 2010. gada, kas sasniedza 52,9 miljardus dol\u0101ru. Neskatoties uz kop\u0113jo ien\u0101kumu kritumu, Intel atz\u012bm\u0113, ka ceturt\u0101 ceturk\u0161\u0146a ie\u0146\u0113mumi p\u0101rsp\u0113ju\u0161i prognozes. Uz\u0146\u0113muma finan\u0161u direktors Deivids Zinsners nor\u0101d\u012bjis, ka kop\u0161 2010. gada ir bijis v\u0101j\u0161 sniegums. Vi\u0146\u0161 piebildis: \u201eM\u0113s ceturtaj\u0101 ceturksn\u012b p\u0101rsniedz\u0101m prognozes attiec\u012bb\u0101 uz ie\u0146\u0113mumiem, bruto rentabilit\u0101ti un ien\u0101kumiem uz akciju, neskatoties uz pieg\u0101\u017eu defic\u012btu vis\u0101 nozar\u0113. M\u0113s paredzam, ka pieg\u0101\u017eu pieejam\u012bbas l\u012bmenis b\u016bs viszem\u0101kais pirmaj\u0101 ceturksn\u012b, pirms tas uzlabosies otraj\u0101 ceturksn\u012b un turpm\u0101kajos gados.\u201d<\/p>\n
MI un x86 arhitekt\u016bras noz\u012bme<\/p>\n
Zinsners uzsv\u0113ris, ka pamata piepras\u012bjuma faktori galvenajos tirgos paliek stabili. Strauj\u0101 m\u0101ksl\u012bg\u0101 intelekta (MI) integr\u0101cija apstiprina x86 sist\u0113mas noz\u012bmi k\u0101 pasaul\u0113 visizplat\u012bt\u0101kajai augstas veiktsp\u0113jas skait\u013co\u0161anas arhitekt\u016brai. \u0160is faktors, k\u0101 ar\u012b citi specifiski segmenti, ir pal\u012bdz\u0113ju\u0161i kompens\u0113t kop\u0113jo tirgus kritumu un nodro\u0161in\u0101t uz\u0146\u0113mumam zin\u0101mu stabilit\u0101ti.<\/p>\n
Neskatoties uz pieaugo\u0161o piepras\u012bjumu p\u0113c MI risin\u0101jumiem, Intel sask\u0101ries ar pieg\u0101\u017eu probl\u0113m\u0101m, kas saist\u012btas ar atkar\u012bbu no TSMC (Taiwan Semiconductor Manufacturing Company) pieg\u0101d\u0101taj\u0101m sil\u012bcija pl\u0101ksn\u0113m. Uz\u0146\u0113mums saskaras ar iev\u0113rojamu konkurenci, un neapmierin\u0101tais piepras\u012bjums novedis pie 600 miljonu dol\u0101ru zaud\u0113jumiem ceturksn\u012b. L\u012bdz ar to bruto mar\u017ea samazin\u0101jusies l\u012bdz 36,1% sal\u012bdzin\u0101jum\u0101 ar 39,2% gadu iepriek\u0161.<\/p>\n
Invest\u012bciju avoti un biznesa segmentu rezult\u0101ti<\/p>\n
Gada kop\u0113jie ien\u0101kumi 52,9 miljardu dol\u0101ru apm\u0113r\u0101, lai gan atpaliek no iepriek\u0161\u0113j\u0101 gada rezult\u0101tiem, tom\u0113r ir uzlaboju\u0161ies sal\u012bdzin\u0101jum\u0101 ar 2024. gadu, kur bruto mar\u017ea bija 34,7%. Tom\u0113r gandr\u012bz bezzaud\u0113jumu rezult\u0101ts k\u013cuvis iesp\u0113jams tikai pateicoties apm\u0113ram 20,4 miljardu dol\u0101ru invest\u012bcij\u0101m. \u0160\u012bs invest\u012bcijas ietv\u0113ra 2 miljardus dol\u0101ru no SoftBank, 4,46 miljardus dol\u0101ru no Silver Lake (par 51% Altera akciju), 5 miljardus dol\u0101ru no Nvidia un 8,9 miljardus dol\u0101ru no ASV vald\u012bbas. Pat ar \u0101r\u0113jo finans\u0113jumu, Intel pag\u0101ju\u0161o gadu nosl\u0113dza ar zaud\u0113jumiem.<\/p>\n
Finan\u0161u r\u0101d\u012bt\u0101ji b\u016btiski at\u0161\u0137iras da\u017e\u0101dos biznesa segmentos. Klientu datorsist\u0113mu grupa (CCG) ceturtaj\u0101 ceturksn\u012b zi\u0146oja par 8,2 miljardu dol\u0101ru pe\u013c\u0146u, kas ir zem\u0101ka nek\u0101 iepriek\u0161\u0113j\u0101 ceturksn\u012b un attiec\u012bgaj\u0101 period\u0101 p\u0113rn. Operat\u012bv\u0101 pe\u013c\u0146a samazin\u0101j\u0101s l\u012bdz 2,2 miljardiem dol\u0101ru, bet operat\u012bv\u0101 mar\u017ea krit\u0101s l\u012bdz 27%. Lai gan piepras\u012bjums p\u0113c klientu procesoriem saglab\u0101j\u0101s augsts, Intel apzin\u0101ti novirz\u012bja ierobe\u017eot\u0101s ra\u017eo\u0161anas jaudas uz ienes\u012bg\u0101kiem datu centru produktiem. Tas palielin\u0101ja atkar\u012bbu no \u0101r\u0113jiem pieg\u0101d\u0101t\u0101jiem klientu procesoriem, b\u016btiski samazinot CCG segmenta mar\u017eu.<\/p>\n
No \u0161\u012bs strat\u0113\u0123ijas ieguvusi Datu centru un MI grupa (DCAI). T\u0101s ceturt\u0101 ceturk\u0161\u0146a pe\u013c\u0146a sasniedza 4,7 miljardus dol\u0101ru, kas ir par 15% vair\u0101k nek\u0101 iepriek\u0161\u0113j\u0101 ceturksn\u012b un par 7% vair\u0101k nek\u0101 pirms gada. Operat\u012bv\u0101 pe\u013c\u0146a pieauga l\u012bdz 1,3 miljardiem dol\u0101ru, bet mar\u017ea sasniedza 26,4%. Intel v\u0113lreiz n\u0101c\u0101s atz\u012bt, ka piepras\u012bjums p\u0113c Xeon procesoriem p\u0101rsniedz pied\u0101v\u0101jumu. Paredzams, ka \u0161is nel\u012bdzsvarot\u012bba saglab\u0101sies ar\u012b 2026. gad\u0101, ko veicina MI jomas piepras\u012bjums.<\/p>\n","protected":false},"excerpt":{"rendered":"Finansi\u0101lais st\u0101voklis un invest\u012bciju noz\u012bme Ra\u017eot\u0101ja Intel jaun\u0101kais finan\u0161u p\u0101rskats liecina, ka 2025. gad\u0101 uz\u0146\u0113mums piedz\u012bvojis 300 miljonu…\n","protected":false},"author":2,"featured_media":114745,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,8610,196,790,35,39,38,36,37,34,40,87,8275],"class_list":{"0":"post-114744","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-bizness","9":"tag-business","10":"tag-finansu-parskats","11":"tag-intel","12":"tag-investicijas","13":"tag-latvia","14":"tag-latvian","15":"tag-latviesu","16":"tag-latviesu-valoda","17":"tag-latviesuvaloda","18":"tag-latvija","19":"tag-lv","20":"tag-maksligais-intelekts","21":"tag-zaudejumi"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115965973263120413","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/114744","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=114744"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/114744\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/114745"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=114744"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=114744"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=114744"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}