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Intel is undergoing a change in what shareholders it attracts as well. It did catch up with AMD with Alder Lake, but it is also committed to very large R&D cap
by allie1 5y ago
Intel is undergoing a change in what shareholders it attracts as well.
It did catch up with AMD with Alder Lake, but it is also committed to very large R&D capital expenditures.
So anyone holding it hoping for higher dividends and more buybacks is dumping, which is pretty much everyone that bought it before Pat Gelsinger took over.
If they stay focused on the path they are on, they will turn it around. Anyone buying in now should be prepared to hold until 2025.
- lwkl 5y agoHow did Intel catch up? Their CPUs might deliver similar performance but they are way less efficient than AMD and Apple if we can count them as a third player. The next few years will tell if Intel's foundries can catch up with TSMC.
- hef19898 5y agoIs Apple really a competitor so? Both AMD and Intel are selling to third parties and have access to the huge market of Windows powered machines. Apple is using the M1 exclusively in-house.
- allie1 5y agoThey used to be losing out on both performance and efficiency. Now they are up to par at least on one of those. For foundry to be successful, they need one of the big clients - Apple, Qualcomm, Mediatek etc. If they find one of them, they'll pay for the fabs getting up to speed. It's brilliant building up the gpu segment alongside. They are building internal demand, so they can be their own "trailbrazer" client for foundry.