Aside from the emerging Windows 11 tailwind, Intel (NASDAQ:INTC) has another future growth driver. Intel bought all the remaining 3nm node capacity of TSMC (TSM). Intel cannot wait to finish construction of its $20
Intel: Bet On Windows 11 And 3nm Processors/GPUs
Summary
- Intel outfoxed AMD, Nvidia, and Apple. Intel bought all remaining 3nm node capacity of TSMC.
- Intel also has a Windows 11 tailwind for its 10nm and 14nm processors.
- The 3nm foundry deal with TSMC protects Intel's highly-profitable $6.5 billion/quarter DCG segment.
- TSMC's 3nm node process can help Intel disrupts Nvidia's $2 billion/quarter data center business.
- Intel can also sell 3nm discrete GPUs to gamers and contest Nvidia's 81% market share in discrete GPUs.
Motek Moyen is a financial analyst, technician, and Adobe multimedia content creator. He studied Mathematics, Commercial Advertising, and Computer Science in the 1990s.
He does not trade stocks.
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