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Intel: A Value Play In A Growing Industry

May 03, 2021 3:18 PM ETIntel Corporation (INTC)34 Comments


  • The semiconductor industry has very good growth prospects, both from cyclical factors (the chip shortage) as well as secular growth trends.
  • Intel is underperforming its peers and this is not expected to change soon, while its recent push for the foundry business may succeed in the medium term.
  • Intel has a higher dividend yield than peers and a discounted valuation, a good combination for long-term investors.

Entrance of The Intel Museum in Silicon Valley.
Photo by JHVEPhoto/iStock Editorial via Getty Images

Intel (NASDAQ:INTC) is not currently a growth company, but its valuation seems to be too much depressed and more similar to value sectors, such as financials or energy. For long-term investors that are willing

This article was written by

The Outsider profile picture
Invest in secular growth themes through long-term winners
From my academic training, Mathematics, I intend to focus on the quantitative study, basing my analysis on historical data, bearing in mind my position of "Outsider". 

I invest with a long-term perspective in industries/themes that have secular growth prospects and should deliver strong returns in a time frame of 10-15 years. Currently, I'm invested in Digital Payments/Fintech, Semiconductors, 5G/IoT/Big Data, Electric Vehicles, and the Metaverse.

Analyst’s Disclosure: I am/we are long ASML, TSM. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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