Why Intel is currently the most underrated tech stock
$Intel (INTC.US)$ Since it is traded at the 1999 stock price, it is currently a very bargain.
Since then, all other comparable tech stocks have risen 5000% to 20000%.
People are paying too much attention to Intel's consumer and data center products, and these products are advancing at an incredible rate. Currently, Intel has AI chips comparable to NVIDIA's H100 (Guadi 3). Lunar Lake SoCs for 3nm-based laptops, upcoming desktop CPUs based on Intel 20 (Arrow Lake in Q3), and next-generation Intel Arc GPUs that are highly competitive with AMD and NVIDIA products due to significant performance improvements and driver improvements have also been announced.
But the real problem is the Intel Foundry segment.
Currently, Intel is the only company in the world that operates ASML's next-generation EUV machine (called High-NA). The company will be able to manufacture silicon of 2nm or less at an astonishing rate. No other company has received such a machine. $Taiwan Semiconductor (TSM.US)$ There is a rumor that (the current leader in the foundry business) will not receive it until 2026,I doubt that the US will allow large shipments to Taiwan for obvious safety reasons.
$Microsoft (MSFT.US)$ with $Qualcomm (QCOM.US)$ It has already been announced that Intel's next 18A node will be adopted for future products, $NVIDIA (NVDA.US)$ and $Apple (AAPL.US)$ It's probably only a matter of time before other companies such as enter.
If you're a big tech company looking for cutting-edge, cutting-edge silicon, you'll need to switch to an Intel foundry sooner or later.
Investing in Intel now is like buying NVDA stock before the AI boom.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
猫ラブ人間 : that's it. Seriously, do your best, Intel! Do something about heat runaway speed!!