Intel: The West's Hope For Not Depending On The East

Nov. 22, 2022 4:00 PM ETIntel Corporation (INTC)AMD, SSNLF, TSM38 Comments
Eugenio Catone profile picture
Eugenio Catone
1.2K Followers

Summary

  • Semiconductor market expected to grow strongly in the coming years and Intel is the Western company with the most capital available to invest.
  • Intel is selling at a bargain price the Core i9-13900K "Raptor Lake," the world's current fastest processor.
  • The semiconductor market is becoming more of a political issue than an economic one.
  • According to my assumptions, to get a 12% return per year from Intel, we need to buy it below $40 per share. At the current price, we have a margin of safety of about 25%.

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Chip Somodevilla

Rock bottom

If I had been told last year that Intel (NASDAQ:INTC) would reach $25 per share I would not have believed it for a second, yet the reality of the facts is this. By now, very little remains of the

www.semiconductors.org

www.semiconductors.org

www.intel.com

www.intel.com

www.cpubenchmark.net

www.cpubenchmark.net

www.gurufocus.com

www.gurufocus.com

www.marketbeat.com

www.marketbeat.com

Discounted cash flow

Discounted cash flow

This article was written by

Eugenio Catone profile picture
1.2K Followers
I am a business administration student interested in financial markets. My articles simply express my humble opinion and are not financial advice.

Disclosure: I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. 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.

Additional disclosure: I would like to make it clear that the intention of this article is not to discredit AMD and TSMC in favor of Intel. I would have no reason to do so. I have simply expressed my humble opinion on the matter, and I do not rule out a future in which all three companies can coexist. Also, I obviously do not rule out the possibility that I may have been wrong about Intel.

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