Semiconductor analyst at New Street Research with a neutral rating and $115 price target on Intel; covers foundry dynamics and AI infrastructure.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Intel's accelerating CPU demand despite an uncompetitive roadmap signals a robust server CPU market; AMD's denser, higher-core-count chips position it to capture disproportionate share gains.
Even assuming a full manufacturing turnaround by 2030, Intel will face permanent gross margin gaps versus TSMC and continue losing CPU share to ARM-based designs and NVIDIA, leaving little upside from current levels.