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Added to YB: 2025-07-08

Pitch date: 2025-07-06

INTC [bearish]

Intel Corporation

-70.28%

current return

Author Info

Irrational Analysis shares engineering-driven investment analysis. Sign up for the newsletter.

Company Info

Intel Corporation designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

Market Cap

$192.2B

Pitch Price

$22.20

Price Target

N/A

Dividend

N/A

EV/EBITDA

20.37

P/E

895.10

EV/Sales

4.07

Sector

Semiconductors and Semiconductor Equipment

Category

N/A

Show full summary:
Intel Catch-Up Note

INTC short: Intel's 18A and 18AP nodes appear obsolete as TSMC N2 pulls ahead. Intel Foundry missed market window - 18A/AP only competes with TSMC N3P, not N2. Backside power advantage meaningless if high process variation requires increased die area.

Read full article (1 min)