Should You Forget Intel Stock? 3 Reasons I'm Concerned Right Now.

Motley Fool10-16

Intel passed on a generational opportunity back in 2017, and I think the company's growth profile would look much different had management made a different call. A recent testing protocol with ...

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Lio23
10-16
Lio23
3 negative points. But the whole picture is better than what it really is. Its like taking a small verse from the Bible and making a conclusion basing on that small verse. Tell the whole story. Having the government to support the company is adequate Reason to invest in Intel

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3 Reasons I'm Concerned Right Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-16 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/16/should-you-forget-intel-stock-3-reasons-im-concern/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel passed on a generational opportunity back in 2017, and I think the company's growth profile would look much different had management made a different call.\n\n\n\n\n\n\n\nA recent testing protocol with ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/16/should-you-forget-intel-stock-3-reasons-im-concern/\">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":"BK4529","symbol_name":"IDC概念","start_time":0,"source_url":"https://www.fool.com/investing/2024/10/16/should-you-forget-intel-stock-3-reasons-im-concern/","article_id":"2475767958","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F793913%2Fcopy-of-frustrated-executive-paperwork-compliance-headache.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2475767958","pubTimestamp":1729069800,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Intel's best days may be in the rearview mirror.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4529":"IDC概念","BK4554":"元宇宙及AR概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4515":"5G概念","INTC":"英特尔","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSM":"台积电","BK4575":"芯片概念","NVDA":"英伟达","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","AMD":"美国超微公司","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4512":"苹果概念","AVGO":"博通"},"translate_title":"你应该忘记英特尔股票吗？我现在担心的三个原因。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INTC":1,"AVGO":0.7,"TSM":0.7,"NVDA":0.7,"AMD":0.7},"content_text":"Intel passed on a generational opportunity back in 2017, and I think the company's growth profile would look much different had management made a different call.\n\n\n\n\n\n\n\nA recent testing protocol with Broadcom did not go well, likely damaging Intel's reputation compared to peers such as Taiwan Semiconductor Manufacturing. \n\n\n\n\n\n\n\nRising competition in the chip realm could be a tailwind for Intel, but I am skeptical that Intel will take advantage.\n\nSince the public release of ChatGPT on Nov. 30, 2022, companies such as Nvidia, Advanced Micro Devices, and Broadcom have generated share price returns well in excess of 100%.The common theme among this small cohort is that each is a semiconductor stock. Considering chips are an integral pillar of generative AI development, it shouldn't come as a surprise that all of these companies have benefited greatly from artificial intelligence.And yet in light of these bull runs, one chip stock hasn't fared so well. Since ChatGPT's launch, shares of Intel (INTC -3.33%) have declined by 22%.Below, I'm going to outline three reasons I'm concerned about Intel and detail how these points may be impacting the stock.Reason 1: Like throwing out a winning lottery ticketThere are countless examples of decision-making that winds up looking highly questionable in retrospect. As far as sports goes, the 2000 NFL draft comes to mind in a situation like this.With pick No. 199 overall, the New England Patriots drafted Tom Brady. He was the seventh quarterback taken in that draft. Imagine being part of a sports ownership group and having six chances to draft Tom Brady and not do it. Despite his relatively unknown profile at the time, Brady went on to play 23 seasons in the NFL and compete in 10 Super Bowls (winning seven of them).Intel's \"Tom Brady\" moment occurred back in 2017 when the company had an opportunity to invest in OpenAI during its early days but ended up passing.According to Reuters, Intel's management didn't quite see the vision for generative AI. Considering how important Intel is for the chip industry and the role semiconductors are playing in AI development, learning that the company had a front-row seat to OpenAI and passed is equal parts shocking and disappointing.In my eyes, investors have a right to be questioning Intel's ability to spot groundbreaking innovations and how the company can play a role.Image source: Getty Images.Reason 2: An unsatisfactory report cardIntel competes heavily with chip manufacturer Taiwan Semiconductor Manufacturing. However, Reuters published another stunning Intel report about a month ago highlighting a major setback to the company's fabrication process.According to Reuters, Broadcom tapped Intel's Foundry process node, dubbed 18A, for chip manufacturing. Unfortunately, Intel did not meet Broadcom's quality standards -- leading investors to question Intel's capabilities compared to rivals such as Taiwan Semiconductor.What could have been a big partnership for Intel looks to be on shaky ground. I don't think this bodes well for Intel, and could inspire others in need of chip fabrication to pass working with the company altogether.Reason 3: Competition is comingThe last concern I have pertains to competition. Besides Nvidia and Advanced Micro Devices, the chip space is starting to witness more activity from external sources including Microsoft, Amazon, Meta Platforms, and Alphabet.All of these companies are investing billions in IT infrastructure, and that includes custom-made chips. On the surface, this may look like an opportunity for Intel's Foundry business. But given Intel's visionary fumbles, its sub-optimal report card from Broadcom, and even Apple's continued distancing from the company, I have my doubts that Intel will be able to seize the moment as more GPUs hit the market.The bottom lineI think of Intel as a hamster stuck on a wheel. The company has a decades-long reputation of being one of the most critical technological infrastructure companies in modern history. But it seems that Intel has been passed by new players, and I'm not getting the impression that the company is merely pacing itself for some breakout move in the future.Unfortunately, I'm hard pressed to buy into much of a growth narrative here and would not be surprised to see the stock continue falling.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":360630635749560,"gmtCreate":1729070505211,"gmtModify":1729071401801,"author":{"id":"3576111671550713","authorId":"3576111671550713","name":"Lio23","avatar":"https://static.tigerbbs.com/b6135851ddbd7ec6027deecfbe758d41","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3576111671550713","authorIdStr":"3576111671550713"},"htmlText":"3 negative points. But the whole picture is better than what it really is. Its like taking a small verse from the Bible and making a conclusion basing on that small verse. Tell the whole story. Having the government to support the company is adequate Reason to invest in Intel","listText":"3 negative points. But the whole picture is better than what it really is. Its like taking a small verse from the Bible and making a conclusion basing on that small verse. Tell the whole story. Having the government to support the company is adequate Reason to invest in Intel","text":"3 negative points. But the whole picture is better than what it really is. Its like taking a small verse from the Bible and making a conclusion basing on that small verse. Tell the whole story. Having the government to support the company is adequate Reason to invest in Intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360630635749560","repostId":2475767958,"repostType":2,"repost":{"id":"2475767958","kind":"highlight","pubTimestamp":1729069800,"share":"https://ttm.financial/m/news/2475767958?lang=&edition=fundamental","pubTime":"2024-10-16 17:10","market":"us","language":"en","title":"Should You Forget Intel Stock? 3 Reasons I'm Concerned Right Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=2475767958","media":"Motley Fool","summary":"Intel's best days may be in the rearview mirror.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Intel passed on a generational opportunity back in 2017, and I think the company's growth profile would look much different had management made a different call.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>A recent testing protocol with Broadcom did not go well, likely damaging Intel's reputation compared to peers such as Taiwan Semiconductor Manufacturing. </div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Rising competition in the chip realm could be a tailwind for Intel, but I am skeptical that Intel will take advantage.</div>\n</li>\n</ul><div><p>Since the public release of ChatGPT on Nov. 30, 2022, companies such as <strong>Nvidia</strong>, <strong>Advanced Micro Devices</strong>, and <strong>Broadcom</strong> have generated share price returns well in excess of 100%.</p><p>The common theme among this small cohort is that each is a semiconductor stock. Considering chips are an integral pillar of generative AI development, it shouldn't come as a surprise that all of these companies have benefited greatly from artificial intelligence.</p><p>And yet in light of these bull runs, one chip stock hasn't fared so well. Since ChatGPT's launch, shares of <strong>Intel</strong> <span>(INTC<span> -3.33%</span>)</span> have declined by 22%.</p><p>Below, I'm going to outline three reasons I'm concerned about Intel and detail how these points may be impacting the stock.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204036\" :show_benchmark_compare=\"false\" amount_change=\"-0.78\" average_volume=\"83,104,065\" company_name=\"Intel\" current_price=\"22.66\" daily_high=\"23.72\" daily_low=\"22.47\" default_period=\"OneYear\" dividend_yield=\"2.21%\" exchange=\"NASDAQ\" fifty_two_week_high=\"51.28\" fifty_two_week_low=\"18.51\" gross_margin=\"41.42\" logo=\"https://g.foolcdn.com/art/companylogos/mark/INTC.png\" market_cap=\"$97B\" pe_ratio=\"98.69\" percent_change=\"-3.33\" symbol=\"INTC\" volume=\"38,548\"></app></div><h2>Reason 1: Like throwing out a winning lottery ticket</h2><p>There are countless examples of decision-making that winds up looking highly questionable in retrospect. As far as sports goes, the 2000 NFL draft comes to mind in a situation like this.</p><div><div><div></div></div></div><p>With pick No. 199 overall, the New England Patriots drafted Tom Brady. He was the seventh quarterback taken in that draft. Imagine being part of a sports ownership group and having six chances to draft Tom Brady and not do it. Despite his relatively unknown profile at the time, Brady went on to play 23 seasons in the NFL and compete in 10 Super Bowls (winning seven of them).</p><p>Intel's \"Tom Brady\" moment occurred back in 2017 when the company had an opportunity to invest in OpenAI during its early days but ended up passing.</p><p>According to Reuters, Intel's management didn't quite see the vision for generative AI. Considering how important Intel is for the chip industry and the role semiconductors are playing in AI development, learning that the company had a front-row seat to OpenAI and passed is equal parts shocking and disappointing.</p><p>In my eyes, investors have a right to be questioning Intel's ability to spot groundbreaking innovations and how the company can play a role.</p><div><div><div></div></div></div><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F793913%2Fcopy-of-frustrated-executive-paperwork-compliance-headache.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/793913/copy-of-frustrated-executive-paperwork-compliance-headache.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/793913/copy-of-frustrated-executive-paperwork-compliance-headache.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/793913/copy-of-frustrated-executive-paperwork-compliance-headache.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>Reason 2: An unsatisfactory report card</h2><p>Intel competes heavily with chip manufacturer <strong>Taiwan Semiconductor Manufacturing</strong>. However, Reuters published another stunning Intel report about a month ago highlighting a major setback to the company's fabrication process.</p><p>According to Reuters, Broadcom tapped Intel's Foundry process node, dubbed 18A, for chip manufacturing. Unfortunately, Intel did not meet Broadcom's quality standards -- leading investors to question Intel's capabilities compared to rivals such as Taiwan Semiconductor.</p><p>What could have been a big partnership for Intel looks to be on shaky ground. I don't think this bodes well for Intel, and could inspire others in need of chip fabrication to pass working with the company altogether.</p><h2>Reason 3: Competition is coming</h2><p>The last concern I have pertains to competition. Besides Nvidia and Advanced Micro Devices, the chip space is starting to witness more activity from external sources including <strong>Microsoft</strong>, <strong>Amazon</strong>, <strong>Meta Platforms</strong>, and <strong>Alphabet</strong>.</p><div><div><div></div></div></div><p>All of these companies are investing billions in IT infrastructure, and that includes custom-made chips. On the surface, this may look like an opportunity for Intel's Foundry business. But given Intel's visionary fumbles, its sub-optimal report card from Broadcom, and even <strong>Apple</strong>'s continued distancing from the company, I have my doubts that Intel will be able to seize the moment as more GPUs hit the market.</p><h2>The bottom line</h2><p>I think of Intel as a hamster stuck on a wheel. The company has a decades-long reputation of being one of the most critical technological infrastructure companies in modern history. But it seems that Intel has been passed by new players, and I'm not getting the impression that the company is merely pacing itself for some breakout move in the future.</p><p>Unfortunately, I'm hard pressed to buy into much of a growth narrative here and would not be surprised to see the stock continue falling.</p><div></div></div></body></html>","source":"fool_stock","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>Should You Forget Intel Stock? 3 Reasons I'm Concerned Right Now.</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\">\nShould You Forget Intel Stock? 3 Reasons I'm Concerned Right Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-16 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/16/should-you-forget-intel-stock-3-reasons-im-concern/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel passed on a generational opportunity back in 2017, and I think the company's growth profile would look much different had management made a different call.\n\n\n\n\n\n\n\nA recent testing protocol with ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/16/should-you-forget-intel-stock-3-reasons-im-concern/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F793913%2Fcopy-of-frustrated-executive-paperwork-compliance-headache.jpg&op=resize&w=165&h=104","relate_stocks":{"BK4529":"IDC概念","BK4554":"元宇宙及AR概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4515":"5G概念","INTC":"英特尔","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSM":"台积电","BK4575":"芯片概念","NVDA":"英伟达","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","AMD":"美国超微公司","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4512":"苹果概念","AVGO":"博通"},"source_url":"https://www.fool.com/investing/2024/10/16/should-you-forget-intel-stock-3-reasons-im-concern/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2475767958","content_text":"Intel passed on a generational opportunity back in 2017, and I think the company's growth profile would look much different had management made a different call.\n\n\n\n\n\n\n\nA recent testing protocol with Broadcom did not go well, likely damaging Intel's reputation compared to peers such as Taiwan Semiconductor Manufacturing. \n\n\n\n\n\n\n\nRising competition in the chip realm could be a tailwind for Intel, but I am skeptical that Intel will take advantage.\n\nSince the public release of ChatGPT on Nov. 30, 2022, companies such as Nvidia, Advanced Micro Devices, and Broadcom have generated share price returns well in excess of 100%.The common theme among this small cohort is that each is a semiconductor stock. Considering chips are an integral pillar of generative AI development, it shouldn't come as a surprise that all of these companies have benefited greatly from artificial intelligence.And yet in light of these bull runs, one chip stock hasn't fared so well. Since ChatGPT's launch, shares of Intel (INTC -3.33%) have declined by 22%.Below, I'm going to outline three reasons I'm concerned about Intel and detail how these points may be impacting the stock.Reason 1: Like throwing out a winning lottery ticketThere are countless examples of decision-making that winds up looking highly questionable in retrospect. As far as sports goes, the 2000 NFL draft comes to mind in a situation like this.With pick No. 199 overall, the New England Patriots drafted Tom Brady. He was the seventh quarterback taken in that draft. Imagine being part of a sports ownership group and having six chances to draft Tom Brady and not do it. Despite his relatively unknown profile at the time, Brady went on to play 23 seasons in the NFL and compete in 10 Super Bowls (winning seven of them).Intel's \"Tom Brady\" moment occurred back in 2017 when the company had an opportunity to invest in OpenAI during its early days but ended up passing.According to Reuters, Intel's management didn't quite see the vision for generative AI. Considering how important Intel is for the chip industry and the role semiconductors are playing in AI development, learning that the company had a front-row seat to OpenAI and passed is equal parts shocking and disappointing.In my eyes, investors have a right to be questioning Intel's ability to spot groundbreaking innovations and how the company can play a role.Image source: Getty Images.Reason 2: An unsatisfactory report cardIntel competes heavily with chip manufacturer Taiwan Semiconductor Manufacturing. However, Reuters published another stunning Intel report about a month ago highlighting a major setback to the company's fabrication process.According to Reuters, Broadcom tapped Intel's Foundry process node, dubbed 18A, for chip manufacturing. Unfortunately, Intel did not meet Broadcom's quality standards -- leading investors to question Intel's capabilities compared to rivals such as Taiwan Semiconductor.What could have been a big partnership for Intel looks to be on shaky ground. I don't think this bodes well for Intel, and could inspire others in need of chip fabrication to pass working with the company altogether.Reason 3: Competition is comingThe last concern I have pertains to competition. Besides Nvidia and Advanced Micro Devices, the chip space is starting to witness more activity from external sources including Microsoft, Amazon, Meta Platforms, and Alphabet.All of these companies are investing billions in IT infrastructure, and that includes custom-made chips. On the surface, this may look like an opportunity for Intel's Foundry business. But given Intel's visionary fumbles, its sub-optimal report card from Broadcom, and even Apple's continued distancing from the company, I have my doubts that Intel will be able to seize the moment as more GPUs hit the market.The bottom lineI think of Intel as a hamster stuck on a wheel. The company has a decades-long reputation of being one of the most critical technological infrastructure companies in modern history. But it seems that Intel has been passed by new players, and I'm not getting the impression that the company is merely pacing itself for some breakout move in the future.Unfortunately, I'm hard pressed to buy into much of a growth narrative here and would not be surprised to see the stock continue falling.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"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":"4.29.3","shortVersion":"4.29.3","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/2475767958"}