Intel: A Foundry Catalyst May Be Ahead

The Asian Investor
28.42K Followers
(9min)

Summary

  • A potential joint venture between Intel and TSMC, and some of its clients, could help the chipmaker mitigate losses in its foundry business, which lost $13.4B in FY 2024.
  • Intel's restructuring has heavily weighed on its profitability as well as the chipmaker's valuation.
  • IFS is losing money hand over fist, and a strategic deal may be required in order to stop the bleeding for Intel and its shareholders.
  • Intel trades at a bargain valuation of 21X forward earnings, presenting a potential investment opportunity.
  • A strategic solution to Intel's foundry losses could be a significant catalyst for its shares, potentially pushing Intel into a new up-leg.

Entrance of The Intel Museum in Silicon Valley.

JHVEPhoto/iStock Editorial via Getty Images

Intel (NASDAQ:INTC) named a new CEO, experienced semiconductor executive Lip-Bu Tan, to aid the company’s restructuring last week, causing renewed excitement for Intel’s battered shares. The company was also recently in the news relating to a

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28.42K Followers
I am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.

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