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Intel Corporation has been losing market share to competitors like AMD and Nvidia in various markets.
However, Intel is making significant strides in CPU, GPU, AI, and server markets and plans to increase chip production globally.
Intel is building massive chip plants in Israel, Germany, and Ohio to meet the increasing global demand for chips.
Intel should beat analysts' estimates, leading to higher EPS, multiple expansion, and a higher stock price.

https://seekingalpha.com/article/466136 ... ges-things

Nimitz 写了： ↑06 1月 2024, 14:04

Intel Corporation has been losing market share to competitors like AMD and Nvidia in various markets.
However, Intel is making significant strides in CPU, GPU, AI, and server markets and plans to increase chip production globally.
Intel is building massive chip plants in Israel, Germany, and Ohio to meet the increasing global demand for chips.
Intel should beat analysts' estimates, leading to higher EPS, multiple expansion, and a higher stock price.

https://seekingalpha.com/article/466136 ... ges-things

AI 变成股市的永动机了

半导体行业有摩尔定律，指数增长。还有什么行业类似？