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


  • 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

Discounted cash flow

Discounted cash flow

This article was written by

Eugenio Catone profile picture
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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