Intel posts $3.9B Mobileye impairment as Iran conflict threatens Israel fab, 14A node at risk

Filed April 24, 2026 · Period ending March 28, 2026 · Compared to 10-Q Apr 25, 2025 · ~2 min read

Key Changes

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  Intel recognized a $3.9 billion goodwill impairment on Mobileye in Q1 2026, driven by sustained market cap decline and heightened geopolitical risks from the escalating Iran conflict. Mobileye retains $4.3 billion in remaining goodwill at risk.

  MD&A: Mobileye goodwill impairment verify on EDGAR →
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  Iran publicly named Intel as a retaliation target; Intel's Israel fab generates significant revenue on Intel 7 and is uninsured for war-related disruptions. Iranian strikes on Qatari helium fields created a global shortage of helium essential to semiconductor manufacturing.

  MD&A: Iran conflict risk verify on EDGAR →
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  Future development of Intel 14A node contingent on securing external foundry customers and internal design wins. If demand fails to materialize, Intel may discontinue leading-edge node development and shift to external foundries for advanced nodes beyond Intel 18A-P after 2030.

  MD&A: Intel 14A node development contingency verify on EDGAR →