Added to YB: 2026-07-13
Pitch date: 2026-07-10
INTC [neutral]
Intel Corporation
Author Info
Alex_Intel_ shares US Semiconductor Industry Analysis. Focused on the only leading edge US based Foundry, Intel. Sign up for the newsletter.
Company Info
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.
Market Cap
$552.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.15
P/E
-163.17
EV/Sales
10.74
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Intel's Long-Term Earnings Power Remains Underestimated
INTC (update): Bull thesis on IDM 2.0—post-EUV nodes structurally raise process gross margins from 40% (18A/14A) toward 50-60% vs IDM 1.0 heyday. Foundry to match 2017 profit by 2027 on lower volume. Sees CAPEX $25-30B+/yr (vs Street $20-23B), process lead over TSMC, $13-15 EPS in 4yrs vs $5-6 peak.
Read full article (4 min)