Intel Community

Bull Intel is one of the largest semiconductor companies in the world and holds the lion's share of the PC and server processor markets. u Intel is making some smart moves in its turnaround plans, such as shedding some noncore businesses, spinning off shares of its attractive automotive business (Mobileye), and seeking innovative co- investment partnerships with financial firms.

Pro Intel's undervaluated, the market value is hardly above the value of assets. With the new Battlemage CPU, the company made a hit, which shows its engineering potential.

Key Takeaways Poor thermal and energy efficiency will see Intel lose out to AMD in the server CPU market AMD and ARM will take market share from Intel in the consumer CPU segment Intel will see Notebook OEMs switching to AMD and ARM based chips for their efficiency gains Intel’s Arc GPUs won’t be able to catch up to Nvidia, leaving them without the scope to focus on AI Catalysts Struggling in the Data Center Market: Xeon SP CPUs Losing Ground As AMD Steps Up Intel's dominance in the data center CPU market has been a significant pillar of its success over the years, contributing around 30% to the company’s total sales. INTC Revenue & Earnings Breakdown - Simply Wall St However, recent trends suggest a concerning shift.

tel Corporation (INTC) might be considered undervalued for several reasons, depending on the perspective of investors and analysts. Some potential reasons include: Market Sentiment and Competition : Intel has faced increased competition from companies like AMD and NVIDIA, which have eaten into its market share, particularly in CPUs and GPUs. This has led to negative market sentiment despite Intel’s continued dominance in certain sectors, such as data centers.

Despite missing profitability targets in Q2 and facing ongoing margin pressure, Intel’s (INTC) strategic investments in AI CPUs, including the highly anticipated Panther Lake CPU built on the Intel 18A process, position the company for significant performance gains and enhanced competitiveness. Intel is at the forefront of a new computing era, riding the wave of AI-powered PCs set to revolutionize the market.

Key Takeaways Market has low expectations for Intel due to a series of strategic errors in recent years. Market is underestimating Intel’s aggressive strategy to regain product leadership.

La meva anterior narrativa es basava en: Intel va perdre la possibilitat de dissenyar el xip de la futura PlayStation 6. L'empresa ha diversificat el seu negoci i la seva estratègia des de fa uns anys, però recentment va perdre aquesta oportunitat clau.

Risks Intel is facing strong competition from AMD in x86 structure Intel is also facing emerging competition from Qualcomm and ARM; If MSFT ecosystem adopted ARM (and I think it will eventually due to leadership in energy efficiency), INTC's 50+ years of advantage in CPU will erode significantly INTC is showing the limit of its chip design as problems begin to appear in its latest 14th gen chipset Assumptions Intels' Foundry outsourcing strategy will not likely to work due to conflict of interest - it will likely sell the business at low price or write it down To achieve high yield, foundry business require large scale and deep expertise, both Intel is unmatched to TSMC Intel is unlike to catch up to TSMC in the future because of the difference in work culture between TW and US and the amount of effort the Taiwanese government is willing to support TSMC - TSMC (and semiconductor in general) is the only jewel of TW and its government will do whatever it can to defend and improve it

Key Takeaways Intel's focus on EUV, new node launches, and portfolio streamlining aims to enhance profitability and efficiency through cost-competitive processes. Strategic partnerships and focus on AI performance are designed to capture market share, drive revenue growth, and boost competitiveness.