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Intel Corporation (INTC)

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17.69
+0.06(+0.34%)
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Investment in Poland approved
Good for you and thanks for sharing that. Unfortunately it doesn't matter what you think. It only comes down to pure math. Look at the negative FCF, long term dent coupled with lowered credit ratings, costs, expenses and guidance. All together needs tightening of Intels wallet. They need either to drop or JV projects, and even then they still need to sell some of their assets (mbly, altera, fabs etc). It is easy math. The only thing not clear yet is, what are they dropping or selling in particular. The board was not really... able to answer the question. Which is also not really a good sign.
thank you very much and we wish you all the best.
Intel indeed needs all the best.
Interesting enough, Jensen Huang, CEO of NVIDIA, mentioned yesterday that the U.S. chip giant heavily relies on TSMC for producing its most important chips, saying TSMC’s agility and ability to respond to demand are incredible. Thus, shifting orders to other suppliers (Intel) could reportedly lead to a decline in chip quality.
Purely hypothetical High NA EUV are the latest and most advanced machines so final product should benefit from there. But jeah, JF KAY is here to the rescue, to tell us, we are in big trouble, but not as big as Intel is. What we gonna do next with our life. It will be a disaster...
When is the board meeting?
12th?
Ended today
Thanks ✋️
INTC $19.64 +3.48%, NVDA $116.86 +8.10% at Close!
Basis inflation climb from 0.2 to 0.3
Highly oversold , should bounce back above 20:50-21 before making any decisive move
Recession is already here for at least a year, i don't know what are you talking about. but im for sure know who can be blamed. Ask your US goverment about that. Better be dead than paying for healthcare, lol.
Do not be hasty.. its long term trend has a much larger downside to it. Because the amount of trouble they are in trying to get the High NA EUV manufacturing going. Intel decided to cancel 20A process node and move their next gen CPU manufacturing to TSMC in addition to Lunar lake that is already been moved. They will get out of this eventually, but remembering for how long they were stuck at 10nm, you never know.
those guys probably panic
I will jump if it’s down to 1…
Jump, as a humanity i don't think we lost anything.
God bless this ...those who r mocking me at 35$ ..when I gave 19$ target ...will now enjoying with half of their investment...hahahahh
companies that crash its stock on purpose....should be blacklisted by investors. -17% from recent 22!!! who did it to put new fish in.
14$ coming !!!!
Even lower as the extent of the manufacturing problems starts to sink in. The very fact that they are talking to banks to find a solution, clearly means to see if they can sell the manufacturing, is a tell on their internal view of the amount of trouble they are in. If they were predictably on tract they should be fine in few months, you would not have had to be approaching third party financial companies to "recommend" solutions.
$INTC 18.90 gap filled. Ideal chance for bulls to take control and close today at least above 19.53; ideally above 20. This HL HH pattern and close would change the sentiment. Gamma for week is still quite high at 21.5. For a full on bull charge, price needs to go above this.
gone
MBLY now at a record low. Intels share in MBLY is declining in value day by day. If they sell their remaining 88% stake now, they book in a 5bn loss in total.
Just to put this into perspective. The loss on MBLY would be equivalent to 5x times the amount of what Intel is paying TSMC in the entire Q4/2024 for N3 wafers.
And just on another side note, giving arrow lake being on tsmc 3nm too, LL ramp will be less steep into 2025. LL will have to share n3 capacity with ArrowLakle too (in 2025 total capacity will be doubled from Q4 to Q1/25 - which was already ordered EO2023). This means, they will sell overall less chips than formerly planned in total.
Estimated Lunar Lake quantities for Q3+4 (est. wpm split + at 160mm2 and 85perc yield): roughly 1 mil. compute tiles, Q1 somewhere between 2-3 mil
17 or 8 USD ????
Arrow Lake is also delivered. GREAT NEWS!! Intel Core Ultra 200 "Arrow Lake" Desktop CPUs have now started appearing at online retailers with the "K" series lineup now listed with preliminary prices. Intel's Arrow Lake-S "Core Ultra 200" Desktop CPUs are expected to launch in October this year, with a debut planned for 10th October and a launch planned for 17th October. The next-gen CPUs are expected to bring in hefty competition, given that AMD's Ryzen 9000 series CPUs haven't made much strides in the markets.
ArrowLake/LunarLake both on TSMC. their 20A canceled, 18A is having serious issues. 1. Intel has only 2 things that will be competitive LunarLake/ArrowLake. everything else including their server processors are uncompetitive. 2. AMD being on TSMC 4NM for all their chips are doing it cheaper and better for the time being especially their server offerings. Intel will lose a lot or most of the server market, their windows client market is cut down with Microsoft allowing Arm into the space. In short they will need to survive just on 2 CPUs LunarLake and Arrowlake until they fix their manufacturing which is yet to ramp up getting all the machines. Mean while most of their foundries are going to bleed cash. The will empty their reserves just to survive this. if they end up unable to keep up and liquidate all their manufacturing what then?
im not sure but as i have sugested, good doctor might help you.
Acer says its next gaming PC comes with Intel's next-gen Arrow Lake chips, which seems a little premature
It is called Acer Predator Orion 7000. Lunar Lake was on time. Arrow Lake should be also on time. There is rumour that Panther Lake most likely will be ready at Q1 2025 and this one will be made on 18A and manufactured by Intel itself.
Arrow lake and Lunar lake looks really really promising, I wouldn't release Panter Lake before q3 next year (when Microsoft stop suppprt win10), I have good feeling Lunar and Arrow will carry this year and next year easy.
Lunar Lake will be also shipped for handhelds and it will take a bit of market share from competitors. But LRL and ARL are are low margin because of TSMC manufacture. 18A with Panther Lake and Clearwater Forest is more/less we are waiting.
Their extreme push for DEI workin out well isnt it
This will back to 25-30 dollars withing short time or latest in middle of october wheb they are posting earnings! Just days up to earnings it will be like 25-30 ish level. Watch
No. both their only competitive products LunarLake and ArrowLake are built using TSMC. nothing coming out of their own factories is even remotely competitive with AMD on 4nm cheap node. They will bleed cash so much they are already thinking of selling their manufacturing. They are in serious trouble.
same as your mental health, big if
INTC $18.89 -2.63% at Friday's close! Another 52-weeker!
I'm buying here. This company is important to maintain U.S. dominance. It is strategic. Under book value, I'm willing to bet on Intel turning things around.
smart, just don't be like this people who panic sell if it goes down more 🤣
I just scared it got removed from Dow
you are right Intel will not be allowed to go under. But they will drop significantly under they can show they can make their 18A process work. which will take 6-12 months at best. The very fact that they dropped 20A for arrowlake to go with TSMC should tell that there are issues they cannot seem to fix. So expect Intel to keep dropping, not to mention those huge funds who keep Intel for the dividends will start to liquidate their positions. I expect it to go to 10$ and I wont be surprised if it goes lower.
hatd zo keep this up with soxs 16% down
12 is coming fast!
that's what she said about you
And just like he wants everyone to sit tight and wait until 2027 for results the CEO also wants to wait until the middle of the month to even start meaningful discussions about shedding bad business...
hagan algo
There goes the 52 week low
Only 52w low? is at 11 years low
...
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