Intel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It

seekingalpha2022-12-19

SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its ...

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Comments

OJC
2022-12-19
OJC
Ok
- OJC:
  Ok
Fam_Fam87
2022-12-19
Fam_Fam87
👍
JasmineT
2022-12-19
JasmineT
Ok
Hupfumi
2022-12-19
Hupfumi
Battle of giants
setia100
2022-12-19
setia100
Biden is helping TSMC eating Intel's lunch. Intel had left the chip foundry business to TSMC & others to stay on top of the food-chain. Looks like its top of food chain position is being threatened by AMD, AAPL, ARM & etc...The CEO although is a technocrat but still can't chart a good vision for Intel. AMD Lisa Su at least know how to take AMD to the right direction for now. 😁
- WalterDReplysetia100:
  haha, everyone has weakness even Elon Musk
- setia100:
  Agreed. Elon musk is very visionary but he got the weakness of involvement on too many projects. Hopping from 1 to another ❗😂
- WalterD:
  a good vision is so important and not many CEO have this
- YTGIRL:
  AMD, AAPL, ARM are so strong, let us just wait and see
- Meet0:
  AMD at least on the right way now
Danielng
2022-12-19
Danielng
The issue is Intel has declared it is going to focus back on its foundry business and claims that it can catch up. But everywhere it plans to build its foundries, it is threatening (or more like pleading?) the governments for more subsidies. Seriously doesn't look good at all. I think Intel has leaked and is in permanent decline, unless it can pull off a Steven-Jobs-on-Apple moment. Don't see any.
- DIMCO:
  when the price drops just buy the dip, the only thing we should be happy is that we gonna be rewarded
- Meet0:
  so disappointed with INTC as you but gonna wait for the changes
- extractoi:
  Equity Sentiment Weekly Recap: $INTC is the #18 stock that institutions traded this week with 48.6K options contracts.
- Tansw:
  ok
- BullishKing:
  ok

Leave a comment

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Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4579","symbol_name":"人工智能","start_time":0,"source_url":"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss","article_id":"2292847451","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2292847451","pubTimestamp":1671456426,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"SummaryINTC has fallen nearly 15% from its November highs. 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But can Intel win critical orders from TSMC's leading customers?Intel could lose more market share in the data center segment in 2023, with more intense competition coming from Arm as well.Investors need to ask whether the market has priced in such significant challenges. If yes, this pullback is another opportunity to add if you missed its October lows.JasonDoiyIntel: The Market Is Still UnsureAfter forming its November highs, Intel Corporation (NASDAQ:INTC) stock has pulled back significantly ahead of its Semiconductor ETF (SOXX) peers. However, even before Intel CFO David Zinsner highlighted in an early December conference that the company's \"visibility isn't pristine\" going into Q1'23, we believe investors still on board should be keenly aware of its multi-year investment roadmap.Hence, we don't think investors expect CEO Pat Gelsinger and his team to be posting solid H1'23 results as macroeconomic concerns continue to beset its downstream customers. Also, despite its data center leadership, Intel is projected to lose more share against AMD (AMD) and Arm-based competitors moving forward.Accordingly, DIGITIMES estimates suggest that cloud computing would likely continue to drive server demand in 2023, despite the downturn in consumer electronics.It also expects Intel and AMD to benefit from replacement demand in 2023/24 as they push out their next-gen platforms. However, it also cautioned that Arm-based processors could continue to gain share against x86 moving ahead, with AMD continuing to take share within the x86 space. DIGITIMES accentuated:The US-based top-four cloud data center operators and Chinese first-tier data center operators have all adopted servers powered by AMD's EPYC CPUs in 2022. Since their procurement of AMD-based servers is expected to continue rising, the share of AMD-powered servers is estimated to grow to over 17% in 2023, while that of Intel-powered ones will slump to below 75%, down from around 77% in 2022. Servers equipped with Arm-based processors will see their share rise to slightly below 7% in 2022 and uplift to nearly 8% in 2023 with the keen development of Amazon, Nvidia, and Ampere. - DIGITIMESCan Intel Foundry Services Really Convince TSMC's Leading Customers?Hence, market strategists/investors/analysts are justifiably concerned whether Intel's bid to return to process leadership in the medium term could work out.Furthermore, Intel's near-term growth drivers continue to face significant challenges, with inventory digestion in the consumer markets continuing to persist through H1'23. Even though Intel maintains that it's on track to retake foundry leadership. However, the vital question is whether the market is convinced Intel is on track. Tom's Hardware highlighted:At the IEDM conference, Intel shared its process technology roadmap and its vision for chip designs that will be available in the next three to four years. As expected, Intel's next-generation fabrication processes - Intel 4 and Intel 3 - are on track to be used for high-volume manufacturing (HVM) in 2023 and 2024, respectively. Furthermore, the company's 20A and 18A production nodes will be ready for HVM in 2024, which means that 18A will be made available ahead of schedule, a slide published by IEEE Spectrum suggests. - Tom's HardwareHence, it's clear the company has staked the recovery of its market leadership through the success of Intel Foundry Services (IFS), as it competes with TSMC (TSM) and Samsung (OTCPK:SSNLF).However, the recent resignation of IFS leader Randhir Thakur (slated to remain in Intel through Q1'23) likely didn't inspire confidence as TSMC amped up its CapEx investments in Arizona. While TSMC's Arizona fabs are not intended to be the most advanced process technology when completed, the company remains well-placed to compete for manufacturing capacity with Intel.Notably, with AMD, Nvidia (NVDA), and Apple (AAPL) signing up as TSMC's first customers in Arizona, Intel would likely to face serious competition as it looks to convince customers that it's ready to take on TSMC in the US.And to make things even more challenging for Intel, Samsung also plans to overtake TSMC in 2024, as DIGITIMES reported that the Korean semi leader \"is preparing a 'master plan' for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm and Nvidia.\"Notably, the 'master plan' encompasses activating its Taylor plant in the US, leveraging the technological reshoring priorities of its fabless customers and \"recreate the 'dual-track' strategy from 8 years ago and lure main clients back to Samsung.\"Therefore, we believe investors want to see more commitments from Intel's \"potential\" customers beyond MediaTek (OTCPK:MDTKF). But, these potential customers need to have high confidence that the company is on top of its IFS recovery and can deliver the performance and yields that TSMC is leading. As seen in Qualcomm's (QCOM) stumbles with Samsung, credibility once lost, is difficult to recover, as DIGITIMES reported:After suffering poor production yields for its 5nm chips, Samsung has continued to lose orders for 4nm chips due to the same problem. Nvidia, for instance, has returned to TSMC for fabricating its latest RTX 40 series GPUs, and Qualcomm has also decided to contract TSMC to manufacture its newest flagship mobile AP, Snapdragon 8 Gen 2. - DIGITIMESINTC: Valuations Are Likely Not AggressiveBut, has the market priced in these significant headwinds into INTC at the current levels?Intel Forward EBITDA multiples valuation trend (S&P Cap IQ)With an NTM EBITDA multiple of 6.9x, it's in line with its 10Y average of 6.8x. However, investors need to note that the Street has already slashed its forward earnings projections, leading to the surge in its valuation multiples.Hence, unless the company expects to lower its forward earnings estimates further, we believe significant pessimism has been reflected.TakeawayTherefore, the market should be focusing on Intel's execution through the cycle, with IFS' ability to win more customers likely critical to a material re-rating.Otherwise, investors should be ready for a long slog as INTC continues its consolidation.With INTC down nearly 15% from its November highs, we assess it looks attractive again, even though investors should expect near-term volatility.Maintain Buy.This article is written by JR Research for reference only. 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Intel investors are likely feeling edgy a","content":"<html><head></head><body><h2>Summary</h2><ul><li>INTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?</li><li>TSMC highlighted its plans to increase its CapEx investments in Arizona markedly. But can Intel win critical orders from TSMC&#39;s leading customers?</li><li>Intel could lose more market share in the data center segment in 2023, with more intense competition coming from Arm as well.</li><li>Investors need to ask whether the market has priced in such significant challenges. If yes, this pullback is another opportunity to add if you missed its October lows.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524227e2de3f998b2c6616fdd17e1cac\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>JasonDoiy</span></p><h2>Intel: The Market Is Still Unsure</h2><p>After forming its November highs, Intel Corporation (NASDAQ:INTC) stock has pulled back significantly ahead of its Semiconductor ETF (SOXX) peers. However, even before Intel CFO David Zinsner highlighted in an early December conference that the company&#39;s &#34;visibility isn&#39;t pristine&#34; going into Q1&#39;23, we believe investors still on board should be keenly aware of its multi-year investment roadmap.</p><p>Hence, we don&#39;t think investors expect CEO Pat Gelsinger and his team to be posting solid H1&#39;23 results as macroeconomic concerns continue to beset its downstream customers. Also, despite its data center leadership, Intel is projected to lose more share against AMD (AMD) and Arm-based competitors moving forward.</p><p>Accordingly, DIGITIMES estimates suggest that cloud computing would likely continue to drive server demand in 2023, despite the downturn in consumer electronics.</p><p>It also expects Intel and AMD to benefit from replacement demand in 2023/24 as they push out their next-gen platforms. However, it also cautioned that Arm-based processors could continue to gain share against x86 moving ahead, with AMD continuing to take share within the x86 space. DIGITIMES accentuated:</p><blockquote>The US-based top-four cloud data center operators and Chinese first-tier data center operators have all adopted servers powered by AMD&#39;s EPYC CPUs in 2022. Since their procurement of AMD-based servers is expected to continue rising, the share of AMD-powered servers is estimated to grow to over 17% in 2023, while that of Intel-powered ones will slump to below 75%, down from around 77% in 2022. Servers equipped with Arm-based processors will see their share rise to slightly below 7% in 2022 and uplift to nearly 8% in 2023 with the keen development of Amazon, Nvidia, and Ampere. - <i>DIGITIMES</i></blockquote><h2>Can Intel Foundry Services Really Convince TSMC&#39;s Leading Customers?</h2><p>Hence, market strategists/investors/analysts are justifiably concerned whether Intel&#39;s bid to return to process leadership in the medium term could work out.</p><p>Furthermore, Intel&#39;s near-term growth drivers continue to face significant challenges, with inventory digestion in the consumer markets continuing to persist through H1&#39;23. Even though Intel maintains that it&#39;s on track to retake foundry leadership. However, the vital question is whether the market is convinced Intel is on track. Tom&#39;s Hardware highlighted:</p><blockquote>At the IEDM conference, Intel shared its process technology roadmap and its vision for chip designs that will be available in the next three to four years. As expected, Intel&#39;s next-generation fabrication processes - Intel 4 and Intel 3 - are on track to be used for high-volume manufacturing (HVM) in 2023 and 2024, respectively. Furthermore, the company&#39;s 20A and 18A production nodes will be ready for HVM in 2024, which means that 18A will be made available ahead of schedule, a slide published by IEEE Spectrum suggests. - <i>Tom&#39;s Hardware</i></blockquote><p>Hence, it&#39;s clear the company has staked the recovery of its market leadership through the success of Intel Foundry Services (IFS), as it competes with TSMC (TSM) and Samsung (OTCPK:SSNLF).</p><p>However, the recent resignation of IFS leader Randhir Thakur (slated to remain in Intel through Q1&#39;23) likely didn&#39;t inspire confidence as TSMC amped up its CapEx investments in Arizona. While TSMC&#39;s Arizona fabs are not intended to be the most advanced process technology when completed, the company remains well-placed to compete for manufacturing capacity with Intel.</p><p>Notably, with AMD, Nvidia (NVDA), and Apple (AAPL) signing up as TSMC&#39;s first customers in Arizona, Intel would likely to face serious competition as it looks to convince customers that it&#39;s ready to take on TSMC in the US.</p><p>And to make things even more challenging for Intel, Samsung also plans to overtake TSMC in 2024, as DIGITIMES reported that the Korean semi leader &#34;is preparing a &#39;master plan&#39; for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm and Nvidia.&#34;</p><p>Notably, the &#39;master plan&#39; encompasses activating its Taylor plant in the US, leveraging the technological reshoring priorities of its fabless customers and &#34;recreate the &#39;dual-track&#39; strategy from 8 years ago and lure main clients back to Samsung.&#34;</p><p>Therefore, we believe investors want to see more commitments from Intel&#39;s &#34;potential&#34; customers beyond MediaTek (OTCPK:MDTKF). But, these potential customers need to have high confidence that the company is on top of its IFS recovery and can deliver the performance and yields that TSMC is leading. As seen in Qualcomm&#39;s (QCOM) stumbles with Samsung, credibility once lost, is difficult to recover, as DIGITIMES reported:</p><blockquote>After suffering poor production yields for its 5nm chips, Samsung has continued to lose orders for 4nm chips due to the same problem. Nvidia, for instance, has returned to TSMC for fabricating its latest RTX 40 series GPUs, and Qualcomm has also decided to contract TSMC to manufacture its newest flagship mobile AP, Snapdragon 8 Gen 2. - <i>DIGITIMES</i></blockquote><h2>INTC: Valuations Are Likely Not Aggressive</h2><p>But, has the market priced in these significant headwinds into INTC at the current levels?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fa53655089bfb39c5db0a87da9c3549\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Intel Forward EBITDA multiples valuation trend (S&amp;P Cap IQ)</span></p><p>With an NTM EBITDA multiple of 6.9x, it&#39;s in line with its 10Y average of 6.8x. However, investors need to note that the Street has already slashed its forward earnings projections, leading to the surge in its valuation multiples.</p><p>Hence, unless the company expects to lower its forward earnings estimates further, we believe significant pessimism has been reflected.</p><h2>Takeaway</h2><p>Therefore, the market should be focusing on Intel&#39;s execution through the cycle, with IFS&#39; ability to win more customers likely critical to a material re-rating.</p><p>Otherwise, investors should be ready for a long slog as INTC continues its consolidation.</p><p>With INTC down nearly 15% from its November highs, we assess it looks attractive again, even though investors should expect near-term volatility.</p><p><i>Maintain Buy.</i></p><p><i>This article is written by JR Research for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: This Pullback Is An Early Christmas Gift From Mr. Market - Don't Miss It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4512":"苹果概念","BK4575":"芯片概念","BK4141":"半导体产品","INTC":"英特尔","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4535":"淡马锡持仓","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","BK4529":"IDC概念"},"source_url":"https://seekingalpha.com/article/4565211-intel-pullback-early-christmas-gift-mr-market-dont-miss","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2292847451","content_text":"SummaryINTC has fallen nearly 15% from its November highs. Intel investors are likely feeling edgy again. So why is the market still so tentative with INTC?TSMC highlighted its plans to increase its CapEx investments in Arizona markedly. But can Intel win critical orders from TSMC's leading customers?Intel could lose more market share in the data center segment in 2023, with more intense competition coming from Arm as well.Investors need to ask whether the market has priced in such significant challenges. If yes, this pullback is another opportunity to add if you missed its October lows.JasonDoiyIntel: The Market Is Still UnsureAfter forming its November highs, Intel Corporation (NASDAQ:INTC) stock has pulled back significantly ahead of its Semiconductor ETF (SOXX) peers. However, even before Intel CFO David Zinsner highlighted in an early December conference that the company's \"visibility isn't pristine\" going into Q1'23, we believe investors still on board should be keenly aware of its multi-year investment roadmap.Hence, we don't think investors expect CEO Pat Gelsinger and his team to be posting solid H1'23 results as macroeconomic concerns continue to beset its downstream customers. Also, despite its data center leadership, Intel is projected to lose more share against AMD (AMD) and Arm-based competitors moving forward.Accordingly, DIGITIMES estimates suggest that cloud computing would likely continue to drive server demand in 2023, despite the downturn in consumer electronics.It also expects Intel and AMD to benefit from replacement demand in 2023/24 as they push out their next-gen platforms. However, it also cautioned that Arm-based processors could continue to gain share against x86 moving ahead, with AMD continuing to take share within the x86 space. DIGITIMES accentuated:The US-based top-four cloud data center operators and Chinese first-tier data center operators have all adopted servers powered by AMD's EPYC CPUs in 2022. Since their procurement of AMD-based servers is expected to continue rising, the share of AMD-powered servers is estimated to grow to over 17% in 2023, while that of Intel-powered ones will slump to below 75%, down from around 77% in 2022. Servers equipped with Arm-based processors will see their share rise to slightly below 7% in 2022 and uplift to nearly 8% in 2023 with the keen development of Amazon, Nvidia, and Ampere. - DIGITIMESCan Intel Foundry Services Really Convince TSMC's Leading Customers?Hence, market strategists/investors/analysts are justifiably concerned whether Intel's bid to return to process leadership in the medium term could work out.Furthermore, Intel's near-term growth drivers continue to face significant challenges, with inventory digestion in the consumer markets continuing to persist through H1'23. Even though Intel maintains that it's on track to retake foundry leadership. However, the vital question is whether the market is convinced Intel is on track. Tom's Hardware highlighted:At the IEDM conference, Intel shared its process technology roadmap and its vision for chip designs that will be available in the next three to four years. As expected, Intel's next-generation fabrication processes - Intel 4 and Intel 3 - are on track to be used for high-volume manufacturing (HVM) in 2023 and 2024, respectively. Furthermore, the company's 20A and 18A production nodes will be ready for HVM in 2024, which means that 18A will be made available ahead of schedule, a slide published by IEEE Spectrum suggests. - Tom's HardwareHence, it's clear the company has staked the recovery of its market leadership through the success of Intel Foundry Services (IFS), as it competes with TSMC (TSM) and Samsung (OTCPK:SSNLF).However, the recent resignation of IFS leader Randhir Thakur (slated to remain in Intel through Q1'23) likely didn't inspire confidence as TSMC amped up its CapEx investments in Arizona. While TSMC's Arizona fabs are not intended to be the most advanced process technology when completed, the company remains well-placed to compete for manufacturing capacity with Intel.Notably, with AMD, Nvidia (NVDA), and Apple (AAPL) signing up as TSMC's first customers in Arizona, Intel would likely to face serious competition as it looks to convince customers that it's ready to take on TSMC in the US.And to make things even more challenging for Intel, Samsung also plans to overtake TSMC in 2024, as DIGITIMES reported that the Korean semi leader \"is preparing a 'master plan' for its foundry business to turn the tables against TSMC in 2024, utilizing its 3nm process to take back orders from major US clients like Qualcomm and Nvidia.\"Notably, the 'master plan' encompasses activating its Taylor plant in the US, leveraging the technological reshoring priorities of its fabless customers and \"recreate the 'dual-track' strategy from 8 years ago and lure main clients back to Samsung.\"Therefore, we believe investors want to see more commitments from Intel's \"potential\" customers beyond MediaTek (OTCPK:MDTKF). But, these potential customers need to have high confidence that the company is on top of its IFS recovery and can deliver the performance and yields that TSMC is leading. As seen in Qualcomm's (QCOM) stumbles with Samsung, credibility once lost, is difficult to recover, as DIGITIMES reported:After suffering poor production yields for its 5nm chips, Samsung has continued to lose orders for 4nm chips due to the same problem. Nvidia, for instance, has returned to TSMC for fabricating its latest RTX 40 series GPUs, and Qualcomm has also decided to contract TSMC to manufacture its newest flagship mobile AP, Snapdragon 8 Gen 2. - DIGITIMESINTC: Valuations Are Likely Not AggressiveBut, has the market priced in these significant headwinds into INTC at the current levels?Intel Forward EBITDA multiples valuation trend (S&P Cap IQ)With an NTM EBITDA multiple of 6.9x, it's in line with its 10Y average of 6.8x. However, investors need to note that the Street has already slashed its forward earnings projections, leading to the surge in its valuation multiples.Hence, unless the company expects to lower its forward earnings estimates further, we believe significant pessimism has been reflected.TakeawayTherefore, the market should be focusing on Intel's execution through the cycle, with IFS' ability to win more customers likely critical to a material re-rating.Otherwise, investors should be ready for a long slog as INTC continues its consolidation.With INTC down nearly 15% from its November highs, we assess it looks attractive again, even though investors should expect near-term volatility.Maintain Buy.This article is written by JR Research for reference only. Please note the risks.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9926975550,"gmtCreate":1671459593071,"gmtModify":1676538539613,"author":{"id":"4122043789636432","authorId":"4122043789636432","name":"Hupfumi","avatar":"https://community-static.tradeup.com/news/e4b890c31f44dc11a04e4672e44cff28","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Battle of giants&nbsp;","listText":"Battle of giants&nbsp;","text":"Battle of giants","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926975550","repostId":2292847451,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9926973743,"gmtCreate":1671458598783,"gmtModify":1676538539480,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Biden is helping TSMC eating Intel's lunch. Intel had left the chip foundry business to TSMC &amp; others to stay on top of the food-chain. Looks like its top of food chain position is being threatened by AMD, AAPL, ARM &amp; etc...The CEO although is a technocrat but still can't chart a good vision for Intel. AMD Lisa Su at least know how to take AMD to the right direction for now. 😁","listText":"Biden is helping TSMC eating Intel's lunch. Intel had left the chip foundry business to TSMC &amp; others to stay on top of the food-chain. Looks like its top of food chain position is being threatened by AMD, AAPL, ARM &amp; etc...The CEO although is a technocrat but still can't chart a good vision for Intel. AMD Lisa Su at least know how to take AMD to the right direction for now. 😁","text":"Biden is helping TSMC eating Intel's lunch. Intel had left the chip foundry business to TSMC & others to stay on top of the food-chain. Looks like its top of food chain position is being threatened by AMD, AAPL, ARM & etc...The CEO although is a technocrat but still can't chart a good vision for Intel. AMD Lisa Su at least know how to take AMD to the right direction for now. 😁","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/9926973743","repostId":2292847451,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105272153,"gmtCreate":1671512510970,"gmtModify":1671512520725,"authorId":9000000000000133,"author":{"id":9000000000000133,"authorId":9000000000000133,"name":"WalterD","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3567852837945728,"repliedAuthor":{"id":3567852837945728,"authorId":3567852837945728,"name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":9926973743,"type":1,"supId":105263779,"prevId":105263903,"content":"haha, everyone has weakness even Elon Musk","text":"haha, everyone has weakness even Elon Musk","html":"haha, everyone has weakness even Elon Musk"},{"id":105263903,"gmtCreate":1671461574460,"gmtModify":1671461588646,"authorId":3567852837945728,"author":{"id":3567852837945728,"authorId":3567852837945728,"name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926973743,"type":1,"supId":105263779,"prevId":0,"content":"Agreed. Elon musk is very visionary but he got the weakness of involvement on too many projects. Hopping from 1 to another ❗😂","text":"Agreed. Elon musk is very visionary but he got the weakness of involvement on too many projects. Hopping from 1 to another ❗😂","html":"Agreed. Elon musk is very visionary but he got the weakness of involvement on too many projects. Hopping from 1 to another ❗😂"},{"id":105263779,"gmtCreate":1671461091190,"gmtModify":1671461105338,"authorId":9000000000000133,"author":{"id":9000000000000133,"authorId":9000000000000133,"name":"WalterD","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926973743,"type":1,"supId":0,"prevId":0,"content":"a good vision is so important and not many CEO have this","text":"a good vision is so important and not many CEO have this","html":"a good vision is so important and not many CEO have this"},{"id":105263770,"gmtCreate":1671461032759,"gmtModify":1671461045953,"authorId":3479274786048707,"author":{"id":3479274786048707,"authorId":3479274786048707,"name":"YTGIRL","avatar":"https://static.tigerbbs.com/d3b083265fa0ef398f6dde7ecd975e85","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926973743,"type":1,"supId":0,"prevId":0,"content":"AMD, AAPL, ARM are so strong, let us just wait and see","text":"AMD, AAPL, ARM are so strong, let us just wait and see","html":"AMD, AAPL, ARM are so strong, let us just wait and see"},{"id":105263767,"gmtCreate":1671460971174,"gmtModify":1671460984648,"authorId":3479274734601276,"author":{"id":3479274734601276,"authorId":3479274734601276,"name":"Meet0","avatar":"https://static.laohu8.com/picture68","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926973743,"type":1,"supId":0,"prevId":0,"content":"AMD at least on the right way now","text":"AMD at least on the right way now","html":"AMD at least on the right way now"}],"langContent":"EN"},{"id":9926947606,"gmtCreate":1671457727206,"gmtModify":1676538539371,"author":{"id":"3567242381966976","authorId":"3567242381966976","name":"Danielng","avatar":"https://community-static.tradeup.com/news/5cd5b4aefd2b0994474d489d4d1c2904","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":7,"crmLevelSwitch":1},"htmlText":"The issue is Intel has declared it is going to focus back on its foundry business and claims that it can catch up. But everywhere it plans to build its foundries,&nbsp;&nbsp;it is threatening (or more like pleading?) the governments for more subsidies. Seriously doesn't look good at all. I think Intel has leaked and is in permanent decline, unless it can pull off a Steven-Jobs-on-Apple moment. Don't see any.&nbsp;","listText":"The issue is Intel has declared it is going to focus back on its foundry business and claims that it can catch up. But everywhere it plans to build its foundries,&nbsp;&nbsp;it is threatening (or more like pleading?) the governments for more subsidies. Seriously doesn't look good at all. I think Intel has leaked and is in permanent decline, unless it can pull off a Steven-Jobs-on-Apple moment. Don't see any.&nbsp;","text":"The issue is Intel has declared it is going to focus back on its foundry business and claims that it can catch up. But everywhere it plans to build its foundries, it is threatening (or more like pleading?) the governments for more subsidies. Seriously doesn't look good at all. I think Intel has leaked and is in permanent decline, unless it can pull off a Steven-Jobs-on-Apple moment. Don't see any.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9926947606","repostId":2292847451,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105264332,"gmtCreate":1671462973333,"gmtModify":1671462986157,"authorId":3479274730589341,"author":{"id":3479274730589341,"authorId":3479274730589341,"name":"DIMCO","avatar":"https://static.laohu8.com/picture64","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926947606,"type":1,"supId":0,"prevId":0,"content":"when the price drops just buy the dip, the only thing we should be happy is that we gonna be rewarded","text":"when the price drops just buy the dip, the only thing we should be happy is that we gonna be rewarded","html":"when the price drops just buy the dip, the only thing we should be happy is that we gonna be rewarded"},{"id":105264327,"gmtCreate":1671462925596,"gmtModify":1671462938879,"authorId":3479274734601276,"author":{"id":3479274734601276,"authorId":3479274734601276,"name":"Meet0","avatar":"https://static.laohu8.com/picture68","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926947606,"type":1,"supId":0,"prevId":0,"content":"so disappointed with INTC as you but gonna wait for the changes","text":"so disappointed with INTC as you but gonna wait for the changes","html":"so disappointed with INTC as you but gonna wait for the changes"},{"id":105264315,"gmtCreate":1671462846562,"gmtModify":1671462859956,"authorId":3479274789744393,"author":{"id":3479274789744393,"authorId":3479274789744393,"name":"extractoi","avatar":"https://static.laohu8.com/picture134","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926947606,"type":1,"supId":0,"prevId":0,"content":"Equity Sentiment Weekly Recap: $INTC is the #18 stock that institutions traded this week with 48.6K options contracts.","text":"Equity Sentiment Weekly Recap: $INTC is the #18 stock that institutions traded this week with 48.6K options contracts.","html":"Equity Sentiment Weekly Recap: $INTC is the #18 stock that institutions traded this week with 48.6K options contracts."},{"id":105263250,"gmtCreate":1671457927070,"gmtModify":1671457940525,"authorId":4088042662664350,"author":{"id":4088042662664350,"authorId":4088042662664350,"name":"Tansw","avatar":"https://static.tigerbbs.com/7653b5c0e6ba6e4e3522cd184093d038","vip":1,"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926947606,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":105263246,"gmtCreate":1671457916742,"gmtModify":1671457929644,"authorId":3580988274582448,"author":{"id":3580988274582448,"authorId":3580988274582448,"name":"BullishKing","avatar":"https://community-static.tradeup.com/news/8e57a03283c997f83948f8c331be008d","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926947606,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":41,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.0","shortVersion":"4.24.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2292847451"}