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Intel Corporation (INTC) 2024

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kassa! 3 mei 2024 09:07

Maandag

Ex-Dividend Date
May 6, 2024

kassa! 3 mei 2024 09:28

In 1 maand 30% eraf

Bijlage:

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.

DNFTT 3 mei 2024 23:33

quote:
kassa! schreef op 3 mei 2024 09:07:
Maandag

Ex-Dividend Date
May 6, 2024

Dat dividend mogen ze van mij achterwege laten en gebruiken om schuld mee af te lossen.
De koers lijkt rond de 30 te stabiliseren en mag ik binnenkort weer een paar stukjes bijkopen.

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.

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.

kassa! 7 mei 2024 16:21

Koers 3 dagen boven 32 en ik koop weer een plukje, daarna op 36 idem dito.

nine_inch_nerd 7 mei 2024 21:29

US revokes Intel, Qualcomm licenses for Huawei chip supply.

kassa! 8 mei 2024 10:13

quote:
nine_inch_nerd schreef op 7 mei 2024 21:29:
US revokes Intel, Qualcomm licenses for Huawei chip supply.

Met dit als gevolg ???

Day high 31,45 en gesloten op 30,68 !!

kassa! 8 mei 2024 14:36

finance.yahoo.com/news/intel-flags-re...

Intel flags revenue hit as U.S. revokes certain export licenses to Chinese customer

29.95
-0.73
(-2.38%)
Pre-Market: 8:35 AM EDT

nine_inch_nerd 8 mei 2024 16:31

US chip manufacturing capacity projected to triple by 2032, fueled by CHIPS Act: Industry leader
Akiko FujitaWed, May 8, 2024
finance.yahoo.com/news/us-chip-manufa...

De bedoeling is dat China's dominantie geminderd wordt.

Bijlage:

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.

kassa! 8 mei 2024 18:46

idd bijkoopmoment op 32+ zit er denk ik voorlopig niet in.

nine_inch_nerd 10 mei 2024 16:09

The AI chip market is expected to grow nearly 6x by 2030, as increased applications require new computing infrastructure.

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Detail

Vertraagd	9 mei 2024 22:00
Koers	30,090
Verschil	0,000 (0,00%)
Hoog	0,000
Laag	0,000
Volume	65.040
Volume gemiddeld	49.947.674
Volume gisteren	36.794.828

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