INTC Fair Price
$94.72
Undervalued by 46.3%
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My Notes
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🗓️Přehled of this week's events you shouldn't miss!
Hey investors here's another round-up of highlights for the week ahead. In my opinion, this week will be one of the most interesting earnings weeks.
Monday: Earnings: Before the markets open ONSemi $ON, a semiconductor company that currently has a major partnership with Volkswagen, will report earnings . We'll alsoget results...
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Thanks for the overview. There's a lot of results out there and it's going to be a busy week overall. I'm currently on vacation, but I'll at least try to follow it a bit😁
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The future in semiconductors!💡
Semiconductors are an essential part of our modern life. They power not only our computers, but also our cars, smartphones, and even smart fridges and washing machines. Shares of semiconductor companies are seeing phenomenal growth. 📈
With the spread of artificial intelligence (AI) semiconductors have become even more important. Here are seven...
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Super summary! I agree that most of these and similar companies. It's just the future.
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📈 💻AMD vs Intel and new competition!
Advanced Micro Devices $AMD is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this way ,...
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I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.
So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.
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🌟 Onsemi's big investment in the Czech Republic: a game changer for the semiconductor industry!
US chip manufacturing giant Onsemiconductor $ON has announced a historic investment of up to $2 billion in a Czech semiconductor manufacturing plant. This project represents the largest single foreign direct investment in our country and is a significant step towards strengthening Eu...
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🔍 Danger for Intel and AMD!? 💡
Longtime personal computer market leaders Intel $INTC and AMD $AMD face a new challenge. UK chipmaker Arm $ARM is coming up with ambitious plans to make a push in this market, especially through Qualcomm $QCOM and their Snapdragon X Elite and X Plus chips , which will soon appear in laptops from manufacturers ASUS, Acer, Dell, HP and Lenovo.
The...
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I haven't heard of the company, but the growth there is solid and from what you write it looks like the company has quite a bit of growth potential.
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The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components...
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💡 The new era of artificial intelligence is here!
Intel has just unveiled its latest AI chip, Gaudi 3, which has the potential to challenge Nvidia's dominance. 🚀
A much-discussed company here on Bulios has unveiled some interesting news. Intel promises something it can't deliver, so let's see how this project turns out.
Intel unveiled a new AI chip at its Intel Vision event on T...
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It's exactly as you write, Intel promises something and then it doesn't happen, so we'll see how it goes.
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I also can't really see a scenario where Intel is the winner. Victor's right. The stock is just riding a positive wave.
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🚀💰 Intel is expanding in America with a gigantic plan to invest over $100 billion! 💰🚀
Semiconductor giant Intel $INTC announced yesterday that it has received over $20 billion in federal funding thanks to the CHIPS and Science Act ! 🌟
Lately, I don't even know which news about Intel to believe and which one to take seriously, as we've seen in the past few weeks when Pentagon ann...
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The 100 billion INTC has to invest to keep up with the competition is money that an investor might otherwise get;) This is a company Buffett probably wouldn't invest in for $20.
Only time will tell if they make up for what they lost over the years, it would be a small miracle in this sector.
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An unpleasant twist for Intel!
📉 Intel Corp $INTCshares fell by more than 5 % after thePentagon announced the withdrawal of a $2.5 billion chip grant . I wrote here last week about the company getting that grant, and then losing it again a week later. This move, I believe, may affect Intel's access to federal funding, this in turn may lead to Intel seeking other sources of...
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Oh yeah, well, I don't have stock, but I'm still pretty sorry. I thought this was going to be a cool move and as you write, this is such a pitchfork thrown in.
I'd need to see the evidence. I used to think about this stock, but a few months ago I definitely decided I didn't want this stock in my portfolio.