Intel Corporation (INTC)

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Similarly, Goldman Sachs also slashed the price target on Intel to $24 per share (from $30) while reaffirming the Sell rating.

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Roy Nisani 21 hours ago

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they just want it cheap that's all , never listen to analysts, their upgrades down or up always come from their bank position ;) intel will go 24 then they will buy , then 1 year later they upgrade to 50 , that's how always it has been , crooks of Wall Street

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Roy Nisani 21 hours ago

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it's the bank who told you to buy Nvidia at 300 and Tesla at 1300, then slash their target later

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Xpeng Trader Oct 03, 2022 7:39PM ET

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did it split?

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Insight Oct 03, 2022 10:38AM ET

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On the Intel side, there are many questions about whether or not Intel will cut spending on their capacity expansion as their business slows down significantly. This week, Dr. Randhir Thakur and Pat Gelsinger responded to these questions at the Intel Innovation conference.When is the last time that a recession lasts for four or five years? Its impact on the industry may last several quarters like two, three or four quarters. You cannot be driven by near-term financials. We are investing for the long term. That’s our strategy.Pat Gelsinger, Intel CEOThis quote is in stark contrast to what they are telling some suppliers. We know suppliers who have already received cancellations in orders. Others have already received pushbacks in order delivery dates. These cuts pertain to both the Malaysia packaging facility build-out and wafer fabs in other geographies. While most media fawned over the prior quote as proof Intel will not waiver on spending, we want to draw special attention to this portion of that same response.Yes, we need to manage our cash carefully.Pat Gelsinger, Intel CEOIntel must manage its working capital very closely due to the implosion of the PC business and major share losses in servers. We believe the “short-term” business issues have affected their original buildout plans. Through multiple sources within the supply chain, SemiAnalysis can confirm that the recent significant demand decrease is causing Intel to undergo a review of all supplier purchase orders. Intel is at least partially driven by short-term working capital concerns.Moving onto the industry giant of TSMC, they are slowing their buildout due to an overcapacity of 7nm wafers in Q1 next year. The 3nm node is also having very slow uptake. The buildout plans for N3 are much more tepid versus what may have been planned previously. For reference, we expect TSMC to ramp up to 45,000 wafers per month for the N3 process family ~1 year after initial shipment. Compare this to the N5 and N7 buildouts, where wafer starts eclipsed 45,000 wafers per month within only ~6 months of initial shipment. https://semianalysis.substack.com/p/semiconductor-fab-buildout-delays

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Michael Mantion Oct 03, 2022 10:38AM ET

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This is what I have been saying for months. Intel price dropped due to loss of market share. Then recession concerns, Then AMD and Nvidia tanked and brought INTC down more. Then INTC historically bad earnings report. At this point no one has any confidence in what Pat is saying. EITHER he is clueless or lying. Might be a nice guy but Pat has to go. Intel needs to replace most of the c-suite and 40% of the employees. We knew for a year earnings were going to keep going down. The failures and recession are baked into the current stock price.

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Dirt Boy Sep 30, 2022 4:49PM ET

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Its going to 10

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Roy Nisani Sep 30, 2022 4:49PM ET

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lol

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Michael Mantion Sep 30, 2022 4:49PM ET

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Its more likely to goto 50 than 10. Based on existing fab production and subsidies, its at book value and is arguably profitable. Why would a company making money, with low libiiltes and a high book value lose 70% of its market cap?

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Crim Jamer Sep 29, 2022 4:05PM ET

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I can easily get breakeven in 6-8 years.

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SquadW Sep 29, 2022 4:05PM ET

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unfortunately sanctions dont destroy countries - see iran and russia

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San Marina Sep 29, 2022 4:05PM ET

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SquadW Name Agree to some extent but we know that iran and russia are not producer countries except for gas/oil which they sell cheap in black market. Anyway sanction will not be easy if on China, and will be on certain products that alternative countries can supply, and again inflation will rise

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Vedant Hurdle Rate Sep 29, 2022 4:05PM ET

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San Marina Michael has 0 understanding of geopolitics. China doesn’t have the capability to naval invade Taiwan anyway, all they can do is bomb them back to stone age in which case no one wins. Taiwan has missiles that can reach Beijing & the three gorges dam. Yeah a war isn’t happening for the foreseeable future - Xi already said they are targetting 2027 to “build capability”.

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Michael Mantion Sep 29, 2022 4:05PM ET

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Not sure what is up with this board. I never said anything about Ukraine. Ukraine was a former SOVIET country that broke free from Russia. Taiwan IS a territory of China and China allows some local autonomy. Now if you are suggeting that Taiwan will leave China like Ukraine did then doesn't that suggest China will use force to oppose a sepearate Taiwan? Puerto Rico is a territory of the US but has a local government. Some people want to make it a state and thus subject to US laws Some people Puerto Ricans want to stay indpendent, some even want Puerto Rico to seperate from the USA. Regardless China is not happy with Taiwan. There is real trade issue happening now and the US thinks it will be 2 years before China will take Taiwan. Many countries feel it could be any day. So maybe tomorrow, maybe 2 years maybe who knows. But the reality is if China takes Taiwan, chip exportations will likely slow or stop.

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Vedant Hurdle Rate Sep 29, 2022 4:05PM ET

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Both Taiwan and China claim to be the actual China and accept the one-China principle, but both are independent nations. China doesn’t allow anything, they CAN’T stop Taiwan and have tried before. That’s the status quo. I mean Taiwan literally follows US sanctions and doesn’t allow advanced chips to be sold to China. Maybe read a book or something instead of blabbing like a rtard. Read up on the three-gorges dam - Taiwan has the capability to missile it and flood one-third of China.

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Péter Dovák Sep 29, 2022 1:57PM ET

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soon under book value

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Michael Mantion Sep 29, 2022 1:57PM ET

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Considering the government will soon be offsetting some of the debt from the unfinished FABs it will be even more below book.

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Maverick Retail Noob Sep 28, 2022 12:43PM ET

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intel should drop to 15-20 per unit..

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John Lakran Sep 28, 2022 12:43PM ET

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God I hope so that would be better than a ********

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Vedant Hurdle Rate Sep 28, 2022 11:53AM ET

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So happy for all the 1998 buyers. They are finally in the green again. 🤣

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So Sad Sep 28, 2022 11:53AM ET

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You amd stans are so naive, that you dont even consider 4 percent dividend paid every quarter and judge a dividend company by it's price like your non dividend amd.

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Vedant Hurdle Rate Sep 28, 2022 11:53AM ET

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So Sad 4 percent now. Wasn’t that high throughout 1998-2022. And it’s a rtarded comparison. Amd still made much more over the same period with share price appreciation. 🤷‍♂️ Plus assuming a 4% or any dividend yield will remain is naive - intel’s getting slaughtered in market share while unsustainably burning money.

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San Marina Sep 28, 2022 11:53AM ET

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So Sad you are complete ignor.ant in investment and economy. If you earn 4% per year, this means you only gained 80-100%. Do you know how many multiples other tech made? AMD for example was less than $2 seven years ago. Also, have you heard of currency depreciation? If you paid $27 for a stock 25 years ago it means like you paid like 50$ or 60$ in todays money. Please go learn some basic economy.

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Michael Mantion Sep 28, 2022 10:45AM ET

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2nd day of intel innovation, hoping to get some benchmarks of gen 13. especially 13600

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Maverick Retail Noob Sep 28, 2022 10:45AM ET

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lol on 10nm chips while amd is already 5 nm chip

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Up Down Sep 28, 2022 10:45AM ET

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Maverick Retail Noob You know those were just marketing terms, right? They're not even used by anyone anymore. Intel is roughly a node behind.

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Michael Mantion Sep 28, 2022 10:45AM ET

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Real world performance and costs are the only that matter to me. Honestly I don't care about desktop chip, haven't owned a desktop in 20 years. I suspect the 5nm will help AMD mobile chips perform better, intels design refindments seem to be helping. I said I was hoping for data, not saying "10nm" is superior to "5nm". Seriously you need to stop attacking people and making false assumptions of what they are saying.

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Yaron Shani Sep 27, 2022 4:53PM ET

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AMD should get it over and buy Intel 🤣

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LL MM Sep 27, 2022 4:53PM ET

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Not a good idea. AMD wanted to get rid of its fab, why would they want to get back into the same dilemma again. Only top node fabs are interesting for AMD, and even then you d have to take care of upgrading etc. Its very expensive and doesnt make sense. One of the problems that Intel had. And by the way, why would AMD want to dilute its CAGR further down by acquiring Intel. And last but not least, they got rid of Raja back then. I dont think they want him back :D

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Michael Mantion Sep 27, 2022 4:53PM ET

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Intel has a higher market cap and more access to captial. I would like to see Nvidia buy INTC.

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Vedant Hurdle Rate Sep 27, 2022 4:53PM ET

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Lol. Would be a major liability. Why buy the inferior foundry with substandard products. Intel needs a booming industry to maintain volumes as they keep haemorraging market share.

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