Intel Corporation (NASDAQ:INTC ) Morgan Stanley Technology, Media & Telecom Conference March 5, 2025 4:50 PM ET Company Participants John Pitzer - Corporate Vice President of Investor Relations Conference Call Participants Joe Moore - Morgan Stanley Joe Moore Welcome back, everybody. I'm Joe Moore, Morgan Stanley Semiconductor Research.
Intel (INTC -4.73%) stock is getting hit with another round of sell-offs in Wednesday's trading. The company's share price was down 4.6% as of 1 p.m.
Intel won the dismissal of a shareholder lawsuit accusing the chipmaker of fraudulently concealing problems in its foundry business, leading to job cuts and a dividend suspension that wiped out more than $32 billion of market value in one day.
Trump is against using tax credits to encourage chip production in the U.S., but semiconductor makers don't seem to mind.
TSMC's $100B U.S. expansion secures semiconductor supply chains, strengthens U.S. tech leadership, and mitigates geopolitical risk, establishing Arizona as the new hub for advanced chip manufacturing. With projected 30% EPS growth in FY 2025 and 20% in FY 2026, TSMC trades near its five-year average valuation, offering a compelling risk-reward profile. My 2026 PT implies a 27.78% upside. This investment de-risks TSMC's geographic exposure, enhances AI and robotics development, and cements its dominance as the world's most advanced semiconductor foundry. A long-term buy.
U.S. chipmaker Intel Corp INTC stock is trading lower on Tuesday. Based on his industry survey, KGI Securities analyst Ming-Chi Kuo noted that Intel has postponed the mass production timeline for Panther Lake (PTL) from early September 2025 to the mid-fourth quarter of 2025.
Intel (INTC -4.27%) stock is selling off again in Tuesday's trading. The semiconductor company's share price was down 4.5% as of 3 p.m.
Taiwan Semiconductor Manufacturing has pledged $100 billion in U.S. investment but it's not necessarily bad news for Intel.
Intel's 18A process node is ready for customer projects, promising 15% better performance per watt and 30% better chip density than Intel 3. Intel's Xeon 6 processors have been adopted by major partners like Dell, AT&T, and Cisco, strengthening its AI and data center market position. Despite recent revenue declines, Intel aims for 6% future growth driven by client computing, data center, AI, and foundry segments.
TSMC pledged to invest at least $100 billion more in U.S. chip manufacturing plants over the next several years. The post U.S. Chipmaking Industry In Focus With TSMC, Intel News appeared first on Investor's Business Daily.
Intel (INTC -4.17%) stock saw some big swings and closed the day in the red in a tough session for the tech sector. The company's share price fell 4.2% in the day's trading, despite having been up as much as 5.5% earlier in the session.
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