美国半导体制造商英特尔周四报告称，第三季度营收同比增长21%至165亿美元，得益于其数据中心和人工智能处理器的强劲需求。
US semiconductor producer Intel reported a 21% year-on-year increase in third-quarter revenue to $16.5 billion on Thursday, driven by robust demand for its data center and artificial intelligence processors.
根据其财报声明，营收从2025年第三季度的137亿美元上升，超过了公司此前的指引。
Revenue rose from $13.7 billion in the third quarter of 2025, topping company guidance, according to its financial results statement.
数据中心与人工智能业务集团引领了业绩表现，营收同比激增78%至73亿美元，实现了该细分业务15年来最快的增长率。英特尔代工业务营收在本季度同比攀升58%至67亿美元。
The Data Center and AI group led the performance with revenue surging 78% year-on-year to $7.3 billion, delivering the segment's fastest growth rate in 15 years. Intel Foundry revenue climbed 58% year-on-year to $6.7 billion during the quarter.
相比之下，客户端计算与物理人工智能业务集团营收下滑5%至81亿美元，反映出个人电脑市场持续疲软。
In contrast, revenue in the Client Computing and Physical AI Group fell 5% to $8.1 billion, reflecting persistent weakness across the personal computer market.
根据公认会计准则，归属于英特尔的净利润下降18%至33亿美元，即每股摊薄收益0.60美元，低于上年同期的41亿美元，即每股0.90美元。
Under generally accepted accounting principles, net income attributable to Intel declined 18% to $3.3 billion, or $0.60 per diluted share, down from $4.1 billion, or $0.90 per share, a year earlier.
按调整后基准，非GAAP净利润激增169%至28亿美元，即每股摊薄收益0.52美元，而2025年第三季度为10亿美元，即每股0.23美元。
On an adjusted basis, non-GAAP net income surged 169% to $2.8 billion, or $0.52 per diluted share, compared with $1.0 billion, or $0.23 per share, in the third quarter of 2025.
毛利率从上年同期的38.2%改善至43%，而营业利润率从5%扩大至15.3%。
Gross margin improved to 43% from 38.2% a year earlier, while the operating margin expanded to 15.3% from 5%.
“我们第三季度的业绩展示了执行力的改善、扩大供应方面取得的实质性进展以及工艺技术的持续进步，”英特尔首席执行官陈立武表示。
"Our Q3 results demonstrate improving execution, meaningful progress expanding supply and continued advancement of our process technology," said Lip-Bu Tan, chief executive of Intel.
“尽管个人电脑行业面临近期逆风，但我们CPU的需求依然强劲，增强了我们对业务长期增长机遇的信心，”陈立武补充道。
"Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business," Tan added.
英特尔首席财务官大卫·金斯纳警告称，个人电脑需求放缓预计将至少持续到2027年上半年。
David Zinsner, chief financial officer of Intel, warned that the slowdown in personal computer demand is expected to continue through at least the first half of 2027.
本季度内，公司完成了一项230亿美元的公开股权发行以强化资产负债表，并宣布计划收购量子软件平台Classiq。
During the quarter, the company completed a $23 billion public equity offering to strengthen its balance sheet and announced plans to acquire quantum software platform Classiq.
英特尔预计 2026 年第四季度营收将在 150 亿美元至 160 亿美元之间，按公认会计准则（GAAP）计算的每股摊薄收益预计为 0.10 美元，按非公认会计准则（non-GAAP）计算的每股摊薄收益预计为 0.25 美元。
For the fourth quarter of 2026, Intel expects revenue between $15 billion and $16 billion, with diluted earnings per share projected at $0.10 on a GAAP basis and $0.25 on a non-GAAP basis.