Cia peb paub meej: Qhov xwm txheej tsis zoo. Intel (ticker: INTC) lub lim tiam dhau los tso tawm ib lub tuam txhab cov ntawv ceeb toom phem tshaj peb lub hlis twg puas tau, nrog rau cov kev taw qhia uas poob siab heev. Intel tau raug kev txom nyem los ntawm kev muag khoom ntawm tus kheej qeeb qeeb (uas ntau tus tau xav tau), softer thov los ntawm cov neeg siv khoom hauv cov ntaub ntawv (uas yog qhov tsis txaus siab), thiab txuas ntxiv kev lag luam poob rau kev sib tw.
Intel CEO Pat Gelsinger tau hais tias "Lub quarter no tau qis dua cov qauv uas peb tau teeb tsa rau lub tuam txhab thiab peb cov tswv lag luam," Intel CEO Pat Gelsinger tau hais. “Peb yuav tsum thiab yuav ua kom zoo dua. Kev poob qis sai sai hauv kev lag luam yog tus tsav tsheb loj tshaj plaws, tab sis qhov tsis txaus kuj tseem cuam tshuam txog peb tus kheej cov teeb meem ua tiav. "
Intel tau tshaj tawm Lub Rau Hli Lub Peb Hlis cov nyiaj tau los ntawm $ 15.3 billion, nrog cov txiaj ntsig tau hloov kho ntawm 29 xees ib feem; Txoj kev pom zoo tau hu rau $ 17.9 nphom thiab 69 xees. Rau lub Cuaj Hlis peb lub hlis twg, lub tuam txhab kwv yees kev muag khoom ntawm $ 15 billion rau $ 16 billion, luv luv ntawm kev pom zoo ntawm $ 18.7 billion. Bernstein nti kws tshuaj ntsuam Stacey Rasgon hu ua Intel tshaj tawm "qhov phem tshaj" nws puas tau pom.
Lub caij no, lub tuam txhab tau cog lus rau kwv yees li $ 100 nphom hauv kev siv nyiaj los tsim cov peev txheej tshiab hauv Arizona, Ohio, thiab Europe, hauv kev txav mus rau kev sib tw ncaj qha nrog.
Taiwan semiconductor
(TSM) raws li daim ntawv cog lus chaw tsim khoom. Nws yog thawj koom ruam uas yuav siv sijhawm ntau xyoo los them nyiaj, thiab tsis muaj kev pheej hmoo me me.
Ib zaug los ntawm tam sim no lub tuam txhab muaj txiaj ntsig zoo tshaj plaws hauv Teb Chaws Asmeskas, Intel lub khw muag khoom ntawm $ 151 billion tam sim no dhau los ntawm AMD ntawm $ 155 billion,
Texas seev
(TXN) at $162 billion,
Broadcom
(AVGO) ntawm $ 216 billion, thiab
Nvidia
(NVDA) ntawm $ 457 billion.
Ua raws li qhov tsis sib xws, tus kws tshuaj ntsuam xyuas Northland Securities Gus Richard tau lees paub hauv tsab ntawv tshawb fawb hnub Monday tias tam sim no Intel cov khoom lag luam tau ua lag luam zoo hauv qab nws qhov kev ntsuas kev tawg. Nws tuav qhov kev ua tau zoo tshaj plaws ntawm Intel cov koom nrog, nrog rau tus nqi lub hom phiaj ntawm $ 55, hais txog qhov muaj peev xwm rov qab los ntawm ntau dua 50% los ntawm qib tsis ntev los no.
Intel kaw 1.8% rau hnub Monday txog $36.86.
Richard siv qhov sib npaug ntawm qhov-ntawm-qhov-txoj kev mus rau Intel, thiab nws pib nrog kev pom tias lub tuam txhab tsim khoom muaj "tus nqi tseem ceeb" rau Asmeskas muab lub teb chaws vam khom loj rau Taiwan-based chip manufacturers, thiab cov nti no. fabs "yuav ua siab ntev rau ib txoj kev lossis lwm qhov." Yog tias Intel txuas ntxiv mus dawm, nws tawm tsam, Intel tuaj yeem tsim nyog ntau npaum li $ 235 nphom hauv qhov xwm txheej tawg. (uas sib npaug rau nws tus nqi $55 lub hom phiaj.)
Hauv kev hloov pauv txawv txawv, qhov kev hem thawj rau Taiwanese sovereignty los ntawm Tuam Tshoj av loj tuaj yeem yog qhov laj thawj loj tshaj plaws kom nyob ntev Intel koom.
Nws lees paub tias qhov kev pheej hmoo uas Tuam Tshoj thaiv lossis cuam tshuam rau Taiwan ntawm qee lub sijhawm hauv tsib xyoos tom ntej "ua rau Intel ua cov cuab yeej cuab tam" rau US Department of Defense. Nws kwv yees tias Intel cov cuab yeej, cov nroj tsuag, thiab cov khoom siv - cov chip fabs thiab lawv cov cuab yeej chipmaking uas twb muaj lawm - muaj nqis txog $ 71 billion, uas yog lawv cov nqi nqa. ntawm Intel daim ntawv tshuav nyiaj li cas.
Nws mus rau kev xav tias Intel cov nroj tsuag tuaj yeem raug spun tawm ua ib lub tuam txhab cais.
"Raws li tus nqi tsim nyog, peb xav kom Asmeskas thiab lwm lub tebchaws los pab nyiaj Intel kev tsim khoom thiab Intel cov khoom tuaj yeem sau cov fab ntawm kev sib cais," nws sau. "Intel cov peev txheej tsim khoom kuj tseem tuaj yeem koom ua ke nrog Ntiaj Teb Foundries (GFS)," cov chaw tsim khoom lag luam daim ntawv cog lus uas yog ib zaug tawm ntawm AMD. Nws kwv yees tias lub tuam txhab ua ke yuav muaj $ 26 nphom hauv cov nyiaj tau los txhua xyoo, lossis kwv yees li ib nrab ntawm cov thawj coj ua lag luam Taiwan Semiconductor (TSM).
Richard kuj kwv yees tias Intel cov khoom lag luam - uas suav nrog cov chips rau PCs, cov chaw khaws ntaub ntawv, kev sib txuas lus, thiab cov duab kos - muaj nqis tsawg kawg yog 2 npaug ntawm nws cov nyiaj tau los 2022 ntawm $ 61 billion, uas txhais tau tias yog $ 122 billion.
Qhov ntawd tawm ob yam: lub tuam txhab Mobileye autonomous tsav tsheb thiab Altera, uas ua rau ib chav kawm ntawm chips hu ua FPGAs, los yog teb programmable rooj vag arrays. Mobileye yog npaj ib qho IPO sai li sai tau rau xyoo no, thiab Intel tau hais tias nws npaj siab rau lub hom phiaj ntawm $ 50 billion tus nqi; Richard siv txoj kev saib xyuas thiab kwv yees Mobileye tus nqi lag luam ntawm $ 30 nphom.
Rau Altera, nws siv qhov kev ntsuas zoo sib xws rau ib qho khoom plig los ntawm nws tus thawj sib tw Xilinx, uas nyuam qhuav tau los ntawm AMD, thiab ntxiv ntxiv $ 12 billion.
Xaus Richard: "Nrog rau kev kwv yees tsis txaus ntseeg, kev txhawb nqa muaj txiaj ntsig zoo, thiab cov nyiaj faib 4%, peb pom me ntsis kev pheej hmoo poob qis thiab ntau qhov upside txawm tias Intel tsis ua."
Sau ntawv rau Eric J. Savitz ntawm [email tiv thaiv]
Intel Tshuag tuaj yeem tsim nyog tuag ntau dua li ciaj sia. Vim li cas tus kws tshuaj ntsuam no pom 50% upside.
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/intel-stock-price-worth-upside-51659380203?siteid=yhoof2&yptr=yahoo