02/05/2025, 02:26 PM UTC
英特尔：未来依然光明，但将是一场漫长的旅程Intel: Future Is Still Bright But It Will Be A Long Ride
1. 尽管传统半导体领域供过于求，且对AI的接触有限，英特尔仍实现了良好的年度业绩。2. 由于竞争，英特尔产品组合的CCG收入同比出现下降，这令人担忧，因为今年新进入者将增加竞争。3. 英特尔晶圆厂是未来的增长动力，但由于与18A相关的长产品周期和经验曲线，这将需要时间。4. 在当前约19美元的股价下，投资者以免费获得产品团队一半的内在价值。1. Intel reported a good yearly result despite the glut in traditional semiconductor segments and limited exposure to AI. 2. Intel Products' CCG experienced a revenue decline YoY due to competition, which is concerning as new entrants are expected to increase competition. 3. Intel Foundry is a future growth driver but will take time due to the long product cycle and experience curve associated with 18A. 4. At the current share price of around $19, investors are getting half the intrinsic value of the Product team for free.
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