Intel Corporation, the renowned semiconductor giant, has garnered significant attention from investors in recent years. Amidst a rapidly evolving tech landscape, the stock's outlook appears promising. Intel's strategic investments in cutting-edge technologies like artificial intelligence, autonomous vehicles, and 5G infrastructure have positioned them as a key player in the industry.
Moreover, Intel's focus on diversifying its revenue streams, with a growing emphasis on data-centric businesses, adds to its long-term growth potential. The company's consistent commitment to research and development, coupled with ongoing collaborations and partnerships, strengthens its competitive edge.
However, challenges persist, including intense competition and potential supply chain disruptions. Investors should monitor these factors closely. Nevertheless, with a strong foundation, a robust product portfolio, and a keen eye on emerging technologies, Intel seems poised for a bright future in the semiconductor market, making it an intriguing choice for long-term investors.
Comments
I still think Intel should scale back on the fab buildouts. I think its stupid to spend $100 Billion in the US and $100 billion in Europe.
英偉達仍然擁有這個市場。AMD將向超級計算機市場銷售其中的一些,但我不指望廣泛採用。英特爾要在軟件上趕上英偉達還有很長的路要走;硬件將在幾年內趕上。
服务器cpu中丢失AMD
在Gpu中失去英伟达和AMD
AMD在PC/laptop cpu领域得不偿失的胜利(利润非常低且市场萎缩)
-我看不出英特尔如何能在未来3-5年内恢复。他们确实需要拿出一些措施/技术
Intel is a cash cow when Intel's fabs are operating at normal capacity, cost cuts and CapEx declines to mid 20% of revenue after the new fabs are built.
Intel's McVeigh says they expect to have a Top 500 offering from the Aurora installation in November.
The AI bubble will burst at some point soon and retail investors as usual will be left holding the bag