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$Intel (INTC.US)$ At the moment, it seems unlikely for a sho...
It seems unlikely to recover in the short term now, and it may continue to decline, but $20 has already met my expectations. The company does not have good Earnings Reports, and the performance will be below expectations in the next year.
In the long run, this is a very good price.
A company with a market value of 0.185 billion has the ability to manufacture and design chips. You cannot find a second company with this capability.
The chip design capability may not be as good as the industry leader, but much better than many Chinese companies. If Intel were to sell for a trillion to China, China would still buy it. Because Chinese companies do not have the capabilities of Intel. This means that currently, Intel's bottom line is secure.
The Earnings Reports look bad, not that the product is not selling. Compared to the competitor AMD, its sales are twice as much as AMD's, and it only falls behind in the high-end CPU market, while in the mid-range market, they are about the same. They can also design chips with around 4060 computing power in the GPU market (4060 has been ahead of China for over ten years).
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sean lys : Is your second point a joke? The chances of China acquiring AMD and Taiwan Semiconductor being higher than acquiring Intel, the US government and Intel itself have absolutely no possibility of selling the chip factory to China
I fully agree with your other points.
DavidCCL : He's joking definitely. Intel is going down if not supported by the government. They're surviving because US doesn't want to game their country's factory fall and also their brand name known by those computer beginners and companies' purchasers who have not confident to rock the boat and convert to AMD which is much better product. Unless Intel have better products, they have no hope.
小熊维尼睡大觉 OP DavidCCL : USA will continue to exist whether or not subsidies are given to Intel. When Intel is cheap, it will be acquired, just like Activision Blizzard. Chip manufacturers have been in operation for at least twenty years. Large companies wanting to enter the chip industry prefer to acquire a company rather than establish one themselves.
AMD's products are not as good as you think. AMD's revenue is only half of Intel's, and most manufacturers still choose Intel. The fact is that the revenue gap is twice as large.
The reason Intel's earnings reports look this way is simple: the business of foundries is much more complex than they had planned, requiring Intel more time and cost. Foundry business is currently the main bottleneck in production capacity, and from a geopolitical perspective, Intel has inherent advantages.
In my opinion, Intel has only two possibilities in the future: waiting for government subsidies or being acquired by a trillion-dollar giant.