Added to YB: 2026-03-20
Pitch date: 2026-03-18
INTC [neutral]
Intel Corporation
+4.98%
current return
Author Info
Alex_Intel_ shares US Semiconductor Industry Analysis. Focused on the only leading edge US based Foundry, Intel. Sign up for the newsletter.
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
$220.1B
Pitch Price
$43.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.79
P/E
-734.33
EV/Sales
4.57
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Intel's Looming Decision: A Cobblestone Path or the Yellow Brick Road
INTC (update): Section 48D offers 35% tax credit on semicon fab construction thru 12/31/26. TSMC exploiting loophole to cover 12 logic fabs via dual 'projects' extending to 2038. Intel risks losing $33.6B in credits for 3 future Ohio fabs if not clarified. Needs 8+ Ohio & 8+ AZ fabs by 2030s to compete w/ TSMC's 30 EUV fabs. Urges mgmt announce expansion plans now vs waiting for 14A deals to lock in subsidies & boost foundry margins.
Read full article (5 min)