$Intel(INTC)$ That's the reaso-To The Moon - Tiger Brokers Online Investing Community - To The Moon

That's the reason Intel is under valued now. After Intel gets back to leading position in terms of chip design and manufacture, its margin will go up, and sales/income per employee will go up too. At least now I see it's going to the right direction. Buy stocks is for the future, I see the next 6-18 months Intel will be in better position than now because

* Lunar Lake/Arrow Lake will be released with better efficiency and performance at the end of this year.
* Intel next gen GPU chips will be released, start getting some market share from near 0 market share today. Seems like most of driver issues are sorted out. It will be very competitive, and market welcome a new player in the space as current only two players.
* Intel 20A/18A should be ready for volume production for its own chips and external customers.
* Intel may be able to get more AI server chip business as of now the number is small, easier to grow.
* Then, spin off FPGA, and IDM business units to unlock share hold value.

Semi-conductor is still a growth business, pretty much semi chips are needed in all places. All these I just do not see too much downside risks from current $32/share, 1/2 of AMD market cap, and 2X of AMD sales.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

valentia
07-08
valentia
Not now yet, wait for upswing
YueShan
07-09
YueShan
Good⭐️⭐️⭐️
BotakGuy
07-08
BotakGuy
I like intel.

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Semiconductors are the foundation of contemporary electronics. \nWhat companies in your watchlist? Do you have special comments to share?","image":"https://community-static.tradeup.com/news/4d390e1ef8b537c72a7fc9aa69c83989"}],"images":[{"img":"https://community-static.tradeup.com/news/febad290c238fdc5729c03daa48e1439","width":"463","height":"263"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/febad290c238fdc5729c03daa48e1439","width":"463","height":"263"}],"html":"<html><head></head><body><p> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v></p><p>That's the reason Intel is under valued now. After Intel gets back to leading position in terms of chip design and manufacture, its margin will go up, and sales/income per employee will go up too. At least now I see it's going to the right direction. Buy stocks is for the future, I see the next 6-18 months Intel will be in better position than now because</p><p>* Lunar Lake/Arrow Lake will be released with better efficiency and performance at the end of this year.<br>* Intel next gen GPU chips will be released, start getting some market share from near 0 market share today. Seems like most of driver issues are sorted out. It will be very competitive, and market welcome a new player in the space as current only two players.<br>* Intel 20A/18A should be ready for volume production for its own chips and external customers.<br>* Intel may be able to get more AI server chip business as of now the number is small, easier to grow.<br>* Then, spin off FPGA, and IDM business units to unlock share hold value.</p><p>Semi-conductor is still a growth business, pretty much semi chips are needed in all places. All these I just do not see too much downside risks from current $32/share, 1/2 of AMD market cap, and 2X of AMD sales.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/febad290c238fdc5729c03daa48e1439\" tg-width=\"463\" tg-height=\"263\"></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v></p><p>That's the reason Intel is under valued now. After Intel gets back to leading position in terms of chip design and manufacture, its margin will go up, and sales/income per employee will go up too. At least now I see it's going to the right direction. Buy stocks is for the future, I see the next 6-18 months Intel will be in better position than now because</p><p>* Lunar Lake/Arrow Lake will be released with better efficiency and performance at the end of this year.<br>* Intel next gen GPU chips will be released, start getting some market share from near 0 market share today. Seems like most of driver issues are sorted out. It will be very competitive, and market welcome a new player in the space as current only two players.<br>* Intel 20A/18A should be ready for volume production for its own chips and external customers.<br>* Intel may be able to get more AI server chip business as of now the number is small, easier to grow.<br>* Then, spin off FPGA, and IDM business units to unlock share hold value.</p><p>Semi-conductor is still a growth business, pretty much semi chips are needed in all places. All these I just do not see too much downside risks from current $32/share, 1/2 of AMD market cap, and 2X of AMD sales.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/febad290c238fdc5729c03daa48e1439\" tg-width=\"463\" tg-height=\"263\"></p></body></html>","text":"$Intel(INTC)$ That's the reason Intel is under valued now. After Intel gets back to leading position in terms of chip design and manufacture, its margin will go up, and sales/income per employee will go up too. At least now I see it's going to the right direction. Buy stocks is for the future, I see the next 6-18 months Intel will be in better position than now because * Lunar Lake/Arrow Lake will be released with better efficiency and performance at the end of this year. * Intel next gen GPU chips will be released, start getting some market share from near 0 market share today. Seems like most of driver issues are sorted out. It will be very competitive, and market welcome a new player in the space as current only two players. * Intel 20A/18A should be ready for volume production for its own chips and external customers. * Intel may be able to get more AI server chip business as of now the number is small, easier to grow. * Then, spin off FPGA, and IDM business units to unlock share hold value. Semi-conductor is still a growth business, pretty much semi chips are needed in all places. 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