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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.
- Intel se saltarà el node 20A per reduir despeses. En el seu lloc, el node 18A entrarà en producció el 2025. Aquesta decisió és part d'una sèrie de moviments estratègics per posicionar-se millor al mercat.
- Intel està enfrontant un dels moments més difícils de la seva història. La companyia està preparant un pla per superar els seus desafiaments financers actuals
Noticia de diumenge 15 de setembre de 2024:
Biden anunciará el proper dimecres 18 de setembre que:
- 8500 milions de $ en ajudes directe
- 11000 milions de $ en prèstecs
Tot això sota l'ampara de la Llei de ciència i xips
Per això he comprat accions amb la previsió d'obtenir guanys recurrents durant la propera legislatura del president dels EUA.
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Disclaimer
The user kapirey has a position in NasdaqGS:INTC. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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WA
Consensus Narrative from 34 Analysts
EUV Adoption And AI Partnerships Will Strengthen Market Competitiveness
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.
View narrativeUS$23.83
FV
18.7% undervalued intrinsic discount4.17%
Revenue growth p.a.
5users have liked this narrative
0users have commented on this narrative
157users have followed this narrative
9 days ago author updated this narrative
JU
julio
Community Contributor
INTC VALUATION
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.
View narrativeUS$23.27
FV
16.7% undervalued intrinsic discount19.00%
Revenue growth p.a.
4users have liked this narrative
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31users have followed this narrative
about 1 month ago author updated this narrative
BA
Equity Analyst
Increased Competition In The Consumer And Commercial CPU Markets Will Impact Top Line Growth
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.
View narrativeUS$19.66
FV
1.4% undervalued intrinsic discount3.00%
Revenue growth p.a.
42users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
3 months ago author updated this narrative
YI
yiannisz
Community Contributor
Intel's Next Big Leap: AI Chips and Cost-Cutting for Long-Term Gains
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.
View narrativeUS$24.48
FV
20.8% undervalued intrinsic discount13.00%
Revenue growth p.a.
7users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
4 months ago author updated this narrative
