Intel Corp (INTC)

[behappyalways]

It Took 53 Years for AMD to Beat Intel. Here's Why. | WSJ
https://m.youtube.com/watch?v=dhv1Ss1aSMU

[behappyalways]

Struggling Intel Cuts Dividend By 66% To Conserve Cash
https://www.zerohedge.com/markets/strug ... serve-cash

[behappyalways]

Intel finally figured out this thing called AI
https://twitter.com/zerohedge/status/16 ... 0504437760


Intel Surges After Returning To Profitability And Blowing Away Expectations; Guides Sharply Higher
https://www.zerohedge.com/markets/intel ... es-sharply

[behappyalways]

Intel's yield rate cannot be solved by "expanding outsourcing"?
Goldman Sachs estimates that it will become TSMC's "second largest customer" in the future, with order size expected to reach US$9.7 billion in 2025

英特爾良率搞不定"擴大外包"? 高盛估未來躍台積電"第2大客戶" 訂單規模2025年上看97億美元｜非凡財經新聞｜20230904

https://m.youtube.com/watch?v=gzvAArw0cQk

[behappyalways]

Compete with Huida. Super Micro! Experts point out Intel's weakness...
The three giants "cannot do without TSMC" to seize AI business opportunities

較勁輝達.超微！專家一語點破英特爾弱勢...三巨頭搶AI商機"不能沒台積電"｜非凡財經新聞｜20231215

https://m.youtube.com/watch?v=NFBQKwAtIIc

[winston]

not vested

Intel plunges as chipmaker falls further behind in AI race amid PC market hurdles

By Samrhitha A

Concerns that it is late to the competition in data center AI.

The chipmaker forecast current-quarter revenue that could fall short of market estimates by more than $2 billion.

While Intel isn't yet competitive in the AI-specific chip market, its central processing units (CPUs) are often used in conjunction with Nvidia's AI chips, with a third of Intel's server CPUs now sold as part of AI systems.

Intel's stock trades at about 28 times its 12-month forward earnings estimates, versus 45.08 for AMD and nearly 30 for Nvidia, according to LSEG data.

Source: Reuters

https://www.investing.com/news/stock-ma ... nd-3283861

[winston]

not vested

Intel Reports Q4 Earnings on January 25

Intel released a mixed fourth-quarter earnings report Thursday afternoon.

Earnings per share tallied in at $0.54, while revenue was $15.4 billion. That’s up from earnings per share of $0.54 and revenue of $14 billion, or 260% year-over-year earnings growth and 10% year-over-year revenue growth.

Analysts were anticipating earnings per share of $0.45 and revenue of $15.15 billion, so Intel beat earnings estimates by 20% and revenue estimates by 1.7%.

However, Intel’s first-quarter guidance was bleak. It projected earnings of $0.13 per share and revenue between $12.2 billion and $13.2 billion. This was well below analysts’ estimates for earnings of $0.33 per share and revenue of $14.15 billion. Ouch!

And during the earnings call, Intel CEO David Zinser was not very optimistic about its data center revenue growth in the first quarter.

He said, “We expect Q1 data center revenue to decline double-digit percent sequentially before improving through the year.” Zinser also noted that “the data center has seen some wallet share shift between CPU and accelerators over the last several quarters.”

Wall Street was not happy with Intel’s disappointing first-quarter outlook and triggered a more than 10% drop in Intel shares today.

Source: Market 360

[winston]

not vested

Intel calls rout ‘overstated’ after worst decline since 2020

By Ian King, Ed Ludlow & Caroline Hyde

Though the chipmaker’s personal computer business is recovering, demand is weakening in the lucrative market for data centre processors.

Intel also is contending with a slowdown in programmable chips and components for self-driving vehicles, and a fledgling business that makes semiconductors for other companies hasn’t yet taken off.

Source: Bloomberg

https://theedgemalaysia.com/node/698784

[winston]

not vested

Down Over 10% After Earnings, Is Intel Stock Still a Buy in 2024?

by Dani Cook

The company posted revenue growth of 10% year over year, beating Wall Street estimates by $230 million.

During the quarter, Intel enjoyed significant gains from a recovering PC market.

Source: The Motley Fool

https://finance.yahoo.com/news/down-ove ... 00169.html

[behappyalways]

Last quarter's financial report was useless.
Intel's AI field got off to a late start and revised down its financial forecast for this quarter!
It just announced that it would join hands to fight for 12 nanometers and was affected.
UMC's sales exceeded 180,000 and fell 4.7%.

上季財報報喜沒用 英特爾AI領域起步晚下修本季財測! 才宣布攜手拚12奈米受波及 聯電爆量逾18萬張大跌4.7%｜非凡財經新聞｜20240126

https://m.youtube.com/watch?v=x3rZeahvmAQ