Chipzilla returns to profit and suggests customers are primed to sign for foundry services once it nails 18A process

Intel has returned to profitability, grown revenue, and suggested demand for AI will ensure its struggling foundry business wins customers and boosts its datacenter CPU business.

Chipzilla advised investors of the above on Thursday when it announced its Q3 FY 2025 results, which saw it win $13.7 billion in revenue – a three point year-over-year jump – and return to profitability with net income of $4.1 billion, a welcome turnaround from Q2’s $2.9 billion of red ink.

The news wasn’t all good, because sales of Intel’s datacenter products fell one percent, and its Foundry business shed four percent of revenue.

Client products led the way with $8.5 billion revenue, up five percent.

“The Windows refresh is happening more significantly than I think we expected,” CFO David Zinsner said on the company’s earnings call, and Intel is therefore doing well on the desktop as buyers ...