BorisBack
09-09

$Intel(INTC)$ If Intel succeeds with the 18A process and makes a strong comeback, there’s no better company to represent America’s semiconductor industry than Intel. No company has as much IP across the entire semiconductor landscape—AI, foundry, PC hardware, photonics, you name it—as Intel. It stands in a league of its own compared to the fabless companies that have recently grown by relying solely on $Taiwan Semiconductor Manufacturing(TSM)$ .

Considering everything including the very early time for AI, DOD's support, new USA foundries, new partners (IBM, Dell, Microsoft, etc. ), new chips, Neural processors (NPU), Intel (at these prices) will likely be a very good investment for the foreseeable future. Some patience is necessary.

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

  • Strategy 1
    09-10
    Strategy 1
    I am thinking of opening a position but the pain may not be over although lunar lake seems a good start for a rebound . Still I am set aback by little trust in intel management having IMO missled investors with great stories only to be followed by opening up late how bad the situation really is, In short they have little confidence and trust from me
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