Added to YB: 2026-02-06
Pitch date: 2026-02-04
INTC [neutral]
Intel Corporation
-6.24%
current return
Author Info
No bio for this author
Company Info
Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.
Market Cap
$227.1B
Pitch Price
$47.59
Price Target
52.00 (+17%)
Dividend
N/A
EV/EBITDA
19.34
P/E
-757.67
EV/Sales
4.70
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Intel’s EMIB Packaging Gambit: A Credible Path to Foundry Relevance
INTC (update): EMIB packaging tech offers genuine alternative to capacity-constrained TSMC CoWoS w/ 47% better power efficiency & 90% vs 60% wafer utilization. NVIDIA partnership confirmed + exploring 25% Feynman GPU share, Google TPU v9 likely 2027. 18A yields hit 60% w/ 7% monthly gains. Bull case $45-52 if 14A executes + hyperscaler wins materialize by 2028.
Read full article (11 min)