⚠️ What is happening with INTEL and how can it impact us soon in the crypto market?
Something relevant is happening with Intel and the market is already reflecting it. The company is going through a perfect storm 🌪️. In the third quarter of 2025, its revenue fell by 10%, to 12.8 billion USD, below expectations. The causes are clear: strong competition from TSMC and Samsung in advanced chips, delays in key products like Lunar Lake, and weak demand for traditional PCs 💻, which still account for nearly 60% of their sales.
In the stock market, the hit is strong 📉. The stock lost around 55% in 2025, falling to 18 USD, breaking relevant technical supports and entering oversold territory. This deterioration is not isolated: it drags down the sector. The Philadelphia Semiconductor Index (SOX) fell nearly 15% in the quarter, also pressured by the trade war with China and restrictions on advanced chips.
Something better is happening 🤖. NVIDIA is up nearly 180% year-on-year, driven by demand for AI GPUs, with sales close to 30 billion USD in a quarter. Intel, with its Gaudi chips, is late, which slows down the mass adoption of AI due to high costs.
I suspect that if Intel does not accelerate its innovation, its stock could continue to trend sideways downwards from 45 towards the range of 15–20 USD in the short term. A real advance in foundries or traction of Gaudi could take it to 25 USD in 2026. At the sector level, Intel's weakness reinforces the concentration on NVIDIA, but also opens opportunities if there is restructuring. The impact for the end user could be seen in more expensive chips and slower AI adoption, at least in the short term.
#BinanceSquare #CryptoNews #MarketAnalysis #BTC走势分析 $BTC $ETH $BNB