Intel to The MOON!!!
Intel Corporation is one of the largest semiconductor companies in the world. Intel is an integrated device manufacturer (IDM). As a result, Intel designs and manufactures its own chips.
In recent years, Intel has struggled with innovation. Competitors such as TSMC, AMD, and Nvidia have chipped away at Intel’s market share. The previous CEO, Bob Swan, failed to foster a culture of innovation vital to operating in the semiconductor industry.
After being replaced in 2021, Bob Swan’s successor, Pat Gelsinger immediately shifted the company’s focus towards IDM 2.0, focusing on technology and manufacturing capacity. This initiative comes at significant capital costs partially offset by Western nations’ subsidies in the aftermath of global COVID-19 supply chain disruptions.
While risks remain within the plan, IDM 2.0 creates a unique value proposition for potential clients. First, Intel’s current node roadmap is technologically superior to its main competitor, TSMC. Furthermore, Intel will have a geographic monopoly on advanced semiconductor nodes. TSMC’s announced expansions in the United States will no longer be generations behind Intel’s at the estimated time of release. $Taiwan Semiconductor(TSM.US$ $Intel(INTC.US$
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