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Aandeel Intel Corp OTC:INTC.Q, US4581401001

  • 31,850 17 mei 2024 22:00
  • -0,180 (-0,56%) Dagrange 31,590 - 32,110
  • 41.449.777 Gem. (3M) 50,3M

Intel Corporation (INTC) 2024

423 Posts
Pagina: «« 1 ... 17 18 19 20 21 22 »» | Laatste | Omlaag ↓
  1. forum rang 6 kassa! 3 mei 2024 15:37
    finance.yahoo.com/news/3-dow-stocks-n...

    Intel
    The third Dow stock that makes for a no-brainer buy in May is beaten-down semiconductor stalwart Intel (NASDAQ: INTC).

    Unlike Chevron and Amazon, Intel isn't firing on all cylinders right now. Its bottom line is being weighed down by weaker demand for personal computers (PCs) and expansive losses from its Foundry Services segment. History tells us that turnarounds in semiconductor stocks often take years.

    On the other hand, there are a number of identifiable catalysts that suggest the pessimism surrounding Intel has become excessive.

    For example, Intel's central processing unit (CPU) share in PCs and data centers has been under pressure for years. Core rival Advanced Micro Devices has been siphoning away share in PCs. Despite these losses, Intel still absolutely dominates in PC and traditional data center CPU market share. Even though these segments aren't the growth story they once were, they're providing Intel with bountiful operating cash flow that it can use to reinvest in other high-growth initiatives.

    Intel isn't sitting on its laurels when it comes to artificial intelligence (AI) innovation, either. It recently unveiled its Gaudi 3 AI-accelerator chip that'll be going head-to-head with Nvidia's market-leading H100 graphics processing unit (GPU). Considering how scarce high-powered GPUs were in 2023, Gaudi 3 should be in high demand for businesses looking to train large language models and run generative AI solutions.

    Although building its Foundry Services segment from the ground up isn't cheap, this looks to be the trough year for Intel's chip fabrication operations. Intel has the tools to become the world's No. 2 foundry services provider by the turn of the decade.

    With Intel's EPS expected to nearly quadruple by 2027 to north of $4, now looks like the perfect time for long-term-minded investors to pounce.
  2. forum rang 9 nine_inch_nerd 5 mei 2024 11:43
    Zeer technisch verhaal voor die-hards.

    How to Build a $20 Billion Semiconductor Fab
    www.construction-physics.com/p/how-to...

    The ever-increasing cost of fabs has created a shift in the structure of the semiconductor industry. When fabs were cheaper to build, any chip producer could afford to have their own fabs. But as fab costs increased, it became more and more burdensome for manufacturers to operate cutting edge manufacturing facilities due to the high costs, and fewer manufacturers had the production volume to spread those costs over. The “efficient scale” of a 150 mm wafer fab is around 10,000 wafers a month, but for a 300 mm logic wafer fab, that jumps to 40,000 wafers. (And memory wafer fabs will be even larger, at 120,000 wafers per month. Thus only a very small number of companies (currently TSMC, Samsung, and Intel) attempt to operate leading-edge nodes, and the industry has shifted to a “fabless” model where companies like Apple and Nvidia design their chips but have them manufactured by “foundries” like TSMC. By pooling the orders of many different chip companies, the foundries can achieve the scale necessary to afford cutting edge fabs.

    Conclusion
    The enormous expense of a modern semiconductor fab boils down to the intersection of two things. One is that semiconductor fabs are mass production factories, with modern “gigafabs” producing hundreds of millions of chips per year, each chip containing billions of transistors.5 The second is that producing semiconductors requires almost unfathomable levels of precision. Manipulating huge volumes of matter on the atomic level, repeatedly and reliably, 24 hours a day 365 days a year, is an enormously expensive undertaking.
  3. forum rang 6 kassa! 6 mei 2024 09:26
    finance.yahoo.com/m/b4f5ab7f-7a87-347...

    Intel CEO Pat Gelsinger Picks Up Stock Near 2024 Low

    Intel stock continued a 2024 slump in late April after the chip maker provided disappointing guidance. With the shares trading at their lows for this year, CEO Pat Gelsinger bought up Intel stock on the open market. According to forms he filed with the Securities and Exchange Commission, Gelsinger purchased the stock through a family trust that now owns 39,400 shares.
  4. forum rang 9 nine_inch_nerd 8 mei 2024 18:27
    Het houdt niet op.
    Voorbeeld van 'een vallend mes'!

    Bron: X

    INTC Intel Slashes Q2 Sales Forecast After US Revokes China Licenses

    Key Highlights

    - Intel revises Q2 revenue forecast due to US revoking licenses for chip sales to Huawei.
    - Revenue expected to be below $13 billion, but within prior $12.5B-$13.5B guidance.
    - Intel's shares fell 2.5% following announcement.
    - License revocations part of ongoing US-China tech rivalry.
    - Huawei's shift to AI-capable laptops with Intel chips prompts policy actions.
    - Qualcomm also affected; projects no revenue from Huawei by 2025.

    Context/Background

    Intel faces significant shifts in its business landscape as geopolitical tensions and policy changes impact its operations and sales strategies in key markets like China. This comes amid broader US-China technology conflicts influencing global supply chains and market dynamics.
  5. forum rang 6 kassa! 13 mei 2024 14:36
    Genoeg vertrouwen in Intel zou je zeggen ...

    finance.yahoo.com/news/intel-nears-deal-apollo-11-111144811.html

    (Reuters) -Intel is in advanced talks for a deal with Apollo Global Management in which the latter would provide more than $11 billion to help build a chip factory in Ireland, the Wall Street Journal reported on Monday.

    The move comes as Intel looks to expand its presence across the United States with a planned $100-billion spending spree across four states to boost its manufacturing business and catch up with chipmaking rival TSMC

    Intel and Apollo are in exclusive talks for the deal, which could be signed in the coming weeks, the report said, citing people familiar with the matter.

    Other investment firms including KKR and infrastructure investor Stonepeak were also in the running before Apollo recently pulled ahead, the report added.

    Intel and Apollo Global Management did not immediately respond to Reuters requests for comment.

    Intel forecast second-quarter revenue and profit below market estimates last month as it faces weak demand for its traditional data center and personal computing chips amid a surging market for AI components.

    The company announced plans in 2022 to build chip facilities in Ireland and France as it seeks to benefit from easier European Commission funding rules and subsidies.

    (Reporting by Zaheer Kachwala in Bengaluru; Editing by Devika Syamnath and Pooja Desai)
  6. forum rang 6 kassa! 13 mei 2024 14:38
    finance.yahoo.com/news/3-ultra-popula...

    Although Druckenmiller believes the value of artificial intelligence (AI) for corporate America may be undervalued looking five years into the future, he admits that near-term hype may have gotten ahead of itself for AI stocks, including Nvidia.

    For the moment, Nvidia's A100 and H100 graphics processing units (GPUs) are the undisputed top choice by businesses operating AI-accelerated data centers. In particular, the H100 is powering generative AI solutions and helping to train large language models.

    However, the coming 12 months could prove especially challenging for the backbone of the AI revolution.

    For starters, competition is coming at Nvidia from all angles. Advanced Micro Devices and Intel have AI-accelerators designed to go toe-to-toe with Nvidia's H100 in enterprise data centers.
  7. forum rang 9 nine_inch_nerd 13 mei 2024 15:09
    Kort in het Nederlands...

    Intel wil chipfabriek bouwen in Ierland

    Intel zou plannen hebben om een chipfabriek te bouwen in Ierland. Dit meldde de Wall Street Journal maandag op basis van informatie van ingewijden.

    Het zou gaan om een deal tussen Intel en Apollo Global Management, dat ruim 11 miljard dollar zou investeren om de fabriek te helpen bouwen, schreef de zakenkrant, zonder verdere details te melden.

    Een aantal andere investeringsbedrijven, waaronder KKR en infrastructuurinvesteerder Stonepeak, waren ook in de running, volgens de krant.

    De gesprekken tussen Intel en Apollo zouden in een vergevorderd stadium zijn en een aankondiging volgt mogelijk in de komende weken, aldus de zakenkrant.

    Onder leiding van CEO Pat Gelsinger bouwt of breidt Intel fabrieken uit in Arizona, Ohio, Ierland en op verschillende andere locaties, om te profiteren van de stijgende vraag naar chips. Daarvoor kreeg Intel in maart nog een subsidie van de Amerikaanse regering van 8,5 miljard dollar toegewezen. Het uitbreiden van de capaciteit is ook bedoeld om beter te kunnen concurreren met marktleiders TSMC en Samsung.
  8. forum rang 6 kassa! 13 mei 2024 15:19
    quote:

    nine_inch_nerd schreef op 13 mei 2024 15:09:

    Kort in het Nederlands...

    Intel wil chipfabriek bouwen in Ierland

    Intel zou plannen hebben om een chipfabriek te bouwen in Ierland. Dit meldde de Wall Street Journal maandag op basis van informatie van ingewijden.

    Het zou gaan om een deal tussen Intel en Apollo Global Management, dat ruim 11 miljard dollar zou investeren om de fabriek te helpen bouwen, schreef de zakenkrant, zonder verdere details te melden.

    Een aantal andere investeringsbedrijven, waaronder KKR en infrastructuurinvesteerder Stonepeak, waren ook in de running, volgens de krant.

    De gesprekken tussen Intel en Apollo zouden in een vergevorderd stadium zijn en een aankondiging volgt mogelijk in de komende weken, aldus de zakenkrant.

    Onder leiding van CEO Pat Gelsinger bouwt of breidt Intel fabrieken uit in Arizona, Ohio, Ierland en op verschillende andere locaties, om te profiteren van de stijgende vraag naar chips. Daarvoor kreeg Intel in maart nog een subsidie van de Amerikaanse regering van 8,5 miljard dollar toegewezen. Het uitbreiden van de capaciteit is ook bedoeld om beter te kunnen concurreren met marktleiders TSMC en Samsung.

    Zou al mooi zijn als Intel qua beurswaarde op de helft van de huidige TSMC waarde komt.

    Intel nu USD 127 miljard en TSMC USD 774 miljard
423 Posts
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