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Working from home as well as learning at home seems to have become habitual,
and the transition to 5G products such as cell phones will give Intel a tailwind.
INTEL
AMD and other strong rivals for Intel continues to put pressure. While Intel is
facing 7nm manufacturing difficulties, AMD has taken the lead in announcing that
it will soon launch servers based on 5nm products
While the expansion of 10nm production and the weakening of price pressure will
bring short-term improvement, in the long run we fear that Intel will continue to
lose market share.
As the economy recovered, orders surged, but the production process for
semiconductor chips is particularly complex, with a standard delivery cycle of 26
weeks. In addition, sanctions imposed by the U.S. and Chinese governments on
sales of chips to each other played a role
INTEL VS NASDAQ
KEY STATS
MARKET CAP(B) 128.846
BETA 0.62
21
DCG 8.710000%
IOT G 10.660000%
Mobileye 82.420000%
NAND 12.430000%
PROGRAMMABLE 2.510000%
CCG
It’s mainly aiming at original equipment manufacturers (OEM) and original design
manufacturers (ODM). Customers have high bargaining power because of the large
purchase volume.
BARGAINING POWER OF SUPPLIERS
LOW AS OF NOW LIKELY TO BE SAME IN FUTURE