Intel reported its fastest growth in 15 years with Q2 revenue up 25%, driven by strong margin expansion in its Data Center and AI businesses. The company raised PC CPU prices three times in a year, focusing on profitability despite a shrinking PC market forecast for 2026. Its foundry segment remains mostly internal, with external revenue only 5% and no major external customer deals expected before 2028. Intel's demand conversion is strong, leading to an upgrade to Hold, but valuation remains high and key foundry catalysts are still awaited.
Intel's recent upgrade to Hold comes as its stock shows strong momentum on Pluang, rising 9.38% to USD 110.53 as of Sep 17, 2026, 22:03 WIB. Despite the fast growth and price hikes, the valuation remains high with a market cap of $534.16 billion. Investor interest leans slightly bullish with 59% of orders to buy, reflecting ongoing confidence in the company's profitability focus and growth prospects.
Intel has developed transistor technology comparable to the best in the world, yet its foundry business struggles with losses and limited external customers. Meanwhile, TSMC dominates the foundry market with a large customer base, high gross margins,...
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
Intel shares fell nearly 15% in a month despite posting its strongest revenue growth in 15 years, driven by a 25.4% year-over-year revenue increase. Key catalysts for a potential turnaround include ramping up Intel 18A chip production, accelerating d...
Intel's current valuation assumes a quick margin recovery and success in its foundry business, but these are not yet proven. While its DCAI segment shows strong growth, foundry revenue from external customers is still limited, with a significant oper...
Intel continues to be a viable investment option even though it lags behind competitors Nvidia and AMD in artificial intelligence innovation. The company can still build a highly profitable and attractive business without leading the AI race. Intel's...
