2 weeks ago
7
Daniel Sparks, The Motley Fool
Mon, April 20, 2026 astatine 12:11 PM CDT 5 min read
The semiconductor manufacture continues to bid Wall Street's attraction successful 2026, driven by an insatiable appetite for computing powerfulness acknowledgment to the emergence of artificial quality (AI). But underneath the wide enthusiasm, idiosyncratic chipmakers are charting precise antithetic courses.
This week, 2 foundational players successful the semiconductor ecosystem are scheduled to merchandise their first-quarter fiscal results. With Intel (NASDAQ: INTC) reporting connected Thursday, April 23, and Texas Instruments (NASDAQ: TXN) reporting connected Wednesday, April 22, investors are astir to person a caller work connected 2 mission-critical spot companies.
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Intel has spent the past fewer years executing a capital-intensive strategy to regain its manufacturing edge.
Looking backmost astatine its 4th fourth of 2025, Intel delivered mixed results. Total gross landed astatine $13.7 cardinal -- down 4% twelvemonth implicit year. But profitability showed resilience. The institution reported non-GAAP (adjusted) net per stock of $0.15 -- up from $0.13 successful the year-ago quarter.
Intel's information halfway and AI segment, specifically, remains the cardinal portion of the concern to watch. Segment gross climbed 9% twelvemonth implicit twelvemonth to $4.7 billion, showing however the institution is gaining immoderate traction successful the cardinal market.
But proviso shortages whitethorn dampen the company's turnaround progress.
During Intel's fourth-quarter net release, main fiscal serviceman David Zinsner highlighted a large near-term headwind, noting, "We expect our disposable proviso to beryllium astatine its lowest level successful Q1 earlier improving successful Q2 and beyond."
Investors volition privation confirmation that this proviso trough is so impermanent and that concern is connected way to prime up velocity successful the 2nd fractional of the year.
With a marketplace capitalization of astir $330 cardinal arsenic of this writing, and nary GAAP profits, investors look to already beryllium pricing continued beardown request and bully proviso concatenation execution.
Texas Instruments operates successful a vastly antithetic country of the semiconductor world, focusing connected analog and embedded processing chips.
In its astir caller quarter, Texas Instruments demonstrated awesome top-line growth. Revenue roseate 10% twelvemonth implicit twelvemonth to $4.4 billion. Earnings per share, however, slipped somewhat to $1.27 -- down from $1.30 successful the year-ago quarter.
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