Intel Corporation
Intel features mainly via deal chatter and portfolio moves around the semiconductor supply chain. Bloomberg reports that Altera, “backed by Silver Lake and Intel Corp.,” filed confidentially for an IPO, highlighting a potential monetization or strategic shift around Intel-linked assets 4. Separate Bloomberg and Walter Bloomberg posts circulate talk that SK Hynix may team up with Intel to make semiconductors in the US, with SK Hynix saying it’s exploring options to boost competitiveness while also stating “no plans have been confirmed” regarding talks with Intel on US memory production 23. On Monetary Matters, Intel appears in context as a logic-fab customer for Lam Research tools, within a bullish view that LAM estimates are “criminally” low due to memory and logic demand, implying capex tailwinds for suppliers serving TSMC and Intel among others 1.
From the window to Sep 17, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 2 voices2 bullish
Bullish
- SRStacy RasgonBullish More positive on Intel than ever before, though still expecting a slog, with material foundry revenue years away. ▶ 42:23 Stacy Rasgon: “Demand Is Off The Charts” in Semi… · 8 Oct
Strongly bullish
- CLCharles LemonidesStrongly bullish Expects dramatic upside torque in Intel from its foundry capacity and improving yields. “we think the torque to the upside is pretty dramatic” ▶ 12:15 Top Performing Value Investor Explains Why the M… · 12 Oct
2 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Cheap
- CLCharles LemonidesCheap Says Intel, despite a 4x move, is still very cheap by all metrics. “it has gone up 4X, but it's still very cheap by all the metrics also” ▶ 10:21 Top Performing Value Investor Explains Why the M… · 12 Oct
Mentions
8 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Max Wiethe 2 mentions
- Jack Farley 2 mentions
- David Lin 2 mentions
- Charles Lemonides 2 mentions
- Walter Bloomberg 1 mention
- Gary Bohm 1 mention
- Adrian Day 1 mention
- The Kobeissi Letter 1 mention
See what your own voices say about Intel Corporation, every morning.
Start a desk