Intel reported Q4 and full-year 2025 financial results, beating expectations for revenue, gross margin, and EPS despite industry supply shortages. CEO Lip-Bu Tan emphasized the essential role of CPUs in the AI era and highlighted the introduction of first products on the advanced Intel 18A process, developed and manufactured in the U.S.

The company's Intel Core Ultra Series 3 processor family, its first AI PC platform built on 18A, is expected to power over 200 designs from global OEMs. CFO David Zinsner noted supply constraints will hit their lowest point in Q1 2026 before improving, while demand fundamentals remain healthy as AI adoption reinforces the x86 ecosystem.

Despite the operational progress, Intel's shares fell 11% following the announcement. The results and outlook reflect the company's ongoing pivot to capitalize on AI opportunities across its businesses while navigating a competitive semiconductor landscape. Key moves include centralizing its Data Center and AI group and completing a $5 billion stock sale to NVIDIA.