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Intel$INTC

83 research articles

Intel ($INTC) has 83 independent research articles on RhinoInvestory, written by 14 independent analysts covering the Information Technology sector in US.

Information Technology US

Analysts Covering Intel

SemiAnalysis (32)Irrational Analysis (18)Semiconductor Business Intelligence (7)Value Investing for Professionals (7)FUNDA (3)Damnang's Substack (3)Quality Stocks (3)Quality Value Investing (2)Enterprising Investor (2)Heavy Moat Investments (2)The Pragmatic Optimist scuttleblurb MBI Deep Dives The Investor's Edge

Research Articles

Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU

By SemiAnalysis • 2021-06-02

Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

By SemiAnalysis • 2021-06-11

Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips

By SemiAnalysis • 2021-07-29

A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

By SemiAnalysis • 2021-08-28

Rivos Inc | A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

By SemiAnalysis • 2021-08-30

TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025

By SemiAnalysis • 2021-10-14

Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies

By SemiAnalysis • 2021-10-22

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

By SemiAnalysis • 2021-12-22

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

By SemiAnalysis • 2021-12-23

Advanced Packaging Part 2 - Review Of Options/Use From Intel, TSMC, Samsung, AMD, ASE, Sony, Micron, SKHynix, YMTC, Tesla, and Nvidia

By SemiAnalysis • 2022-01-06

TSMC Throws Down a $40B-$44B Gauntlet, Far Surpassing Intel And Samsung

By SemiAnalysis • 2022-01-13

Advanced Packaging Part 3 – Intel’s Curious Bet on Thermocompression Bonding, ASM Pacific, Kulicke and Soffa, and Besi TCB Tool Landscape

By SemiAnalysis • 2022-01-19

Is Intel Shipping Tools Out Of US Fabs So They Can Abuse CHIPS Act Subsidies?

By SemiAnalysis • 2022-01-30

Intel Is Throwing The Kitchen Sink, But Is The Turn Around Plan Reasonable?

By SemiAnalysis • 2022-02-18

How Nvidia’s Empire Could Be Eroded - Intel Network And Edge Has The Playbook

By SemiAnalysis • 2022-04-06

Turning The Titanic – How Intel Is Using Software Acquisitions And Increased Accountability To Attempt To Save The Sinking Ship

By SemiAnalysis • 2022-05-18

Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?

By SemiAnalysis • 2022-05-26

ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel

By SemiAnalysis • 2022-07-18

Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends

By SemiAnalysis • 2022-07-29

2023 Datacenter Outlook – AMD and Intel Revenue, ASP, and Units – Genoa Ramp Details

By SemiAnalysis • 2022-10-17

Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystem

By SemiAnalysis • 2022-12-26

Intel Roadmap and PC TAM Update – Tone Deaf, Out Of Touch, Living In a Fantasy World, or Disconnected From Reality?

By SemiAnalysis • 2023-01-13

Intel Cuts Pay For Employees To Keep Their Quarterly Dividend

By SemiAnalysis • 2023-02-01

Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Cost

By SemiAnalysis • 2023-05-03

Zen 4c: AMD’s Response to Hyperscale ARM & Intel Atom

By SemiAnalysis • 2023-06-05

Rebuilding Intel – Foundry vs IDM Decades of Inefficiencies Unraveled

By SemiAnalysis • 2023-06-22

Is Intel Back? Foundry & Product Resurgence Measured

By SemiAnalysis • 2024-04-02

Intel's Mountain to Climb

By Semiconductor Business Intelligence • 2024-04-04

Nvidia Sells while Intel Tells

By Semiconductor Business Intelligence • 2024-05-01

Intel's death spiral took another turn

By Semiconductor Business Intelligence • 2024-08-04

Intel on the Brink of Death | Culture Rot, Product Focus Flawed, Foundry Must Survive

By SemiAnalysis • 2024-12-09

Deep|AI ASIC part III: Groq, SambaNova, Tenstorrent, Cerebras, Hynix, Intel, Furiosa, Preferred Network, Enfabrica

By FUNDA • 2025-01-02

TSMC N2 + Next-Gen SoIC, Intel EMIB-T, Meta 3D Stacked Memory, CFET, 2D Materials, and More

By SemiAnalysis • 2025-02-05

The Untangling of Intel's Value Triad.

By Semiconductor Business Intelligence • 2025-02-05

Intel's HR Manual: Hire, Fire, Fire, Hire,..

By Semiconductor Business Intelligence • 2025-04-25

Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, and More

By SemiAnalysis • 2025-07-21

Update on Intel Headcount

By Semiconductor Business Intelligence • 2025-08-27

Intel got Everything Except what it Really Wanted.

By Semiconductor Business Intelligence • 2025-09-19

Nvidia & Intel’s Ripple Effect On AI Chips

By The Pragmatic Optimist • 2025-09-21

Deep|ASML: Upside from TSMC Expansion, China Demand Resilience, and Intel/Samsung Recovery

By FUNDA • 2026-01-22

Deep|INTC: Intel’s "Capacity Reallocation Logic" Amid Supply Constraints

By FUNDA • 2026-02-04

Intel Should Raise Capital

By SemiAnalysis • 2026-06-11

Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?

By SemiAnalysis • 2026-06-14

[INTC] Intel Corp.

By scuttleblurb • 2022-01-12

[Q4 CY23] Intel, Lattice, AMD, Qualcomm

By Irrational Analysis • 2023-11-02

Intel's Terrifying Future

By Irrational Analysis • 2024-01-27

Everything is (not) fine at Intel

By Irrational Analysis • 2024-04-03

Qualcomm should not buy any subset of Intel.

By Irrational Analysis • 2024-09-22

Micron Q4 FY2024 Earnings, Intel Meme Buyout Offers

By Irrational Analysis • 2024-09-27

[3Q2024] Qorvo, Onto, AMD, Intel

By Irrational Analysis • 2024-11-01

Brief Intel 18A Yield Note

By Irrational Analysis • 2024-12-08

CES 2025: The Death of Intel Products

By Irrational Analysis • 2025-01-09

Intel 4Q2024 Preview: The Piranha's Smell Blood

By Irrational Analysis • 2025-01-15

MAKE INTEL GREAT AGAIN

By Irrational Analysis • 2025-03-13

[3/14/25 Market Memo] Macro, Mobile, Markets, and Mercy for Intel

By Irrational Analysis • 2025-03-15

Intel Q1 FY25 Earnings: Napalm Kitchen Sink

By Irrational Analysis • 2025-04-25

Marvell and Intel Catch-Up Note

By Irrational Analysis • 2025-07-06

Masa's Rocket-Powered Merry-Go-Round and Intel Murder Synopsys

By Irrational Analysis • 2025-09-10

Why we need Intel foundry spin-off, funded by a mag7 consortium

By MBI Deep Dives • 2025-09-15

Brief Thoughts: Intel+Nvidia Deal, Nvidia+Enfabrica Deal

By Irrational Analysis • 2025-09-19

Thanksgiving Thoughts: TPU VS NVDA, AVGO, MediaTek, Intel Foundry

By Irrational Analysis • 2025-11-28

Intel's Agentic Dumpster-Fire

By Irrational Analysis • 2026-01-23

Intel Foundry: A Last Chance

By Damnang's Substack • 2026-03-16

EMIB: Intel Foundry's Best Hope

By Damnang's Substack • 2026-03-19

Intel is still cheap on price/book value.

By Irrational Analysis • 2026-04-24

Intel’s Real Moat That Nobody Talks About: STCO

By Damnang's Substack • 2026-05-04

Stock of the Week: Intel - Risky Bet or Turnaround Opportunity?

By Quality Stocks • 2026-01-27

Deep Dive #2-2023: Intel Corporation

By The Investor's Edge • 2023-01-31

Intel (NASDAQ: INTC)

By Quality Value Investing • 2023-02-20

Intel (NASDAQ: INTC)

By Quality Value Investing • 2024-01-25

Intel Beyond 2025: Ultra Broad-Dive Primer - Could Intel One Day Disrupt NVIDIA in AI Hardware? (Part 1)

By Value Investing for Professionals • 2023-10-23

Why $INTC Only Fell By -3% on Yesterday's Announcement of NVIDIA's ARM-based PC Chips

By Value Investing for Professionals • 2023-10-24

Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)

By Value Investing for Professionals • 2023-10-29

Intel Foundry Services: America’s TSMC (Part 3)

By Value Investing for Professionals • 2023-10-29

INTC Primer: No Equity Dilution Necessary (Part 1)

By Value Investing for Professionals • 2024-08-18

INTC: Cigar Butt / Margin of Safety? (Part 2)

By Value Investing for Professionals • 2024-08-25

Understanding Reflexivity with $INTC

By Value Investing for Professionals • 2024-09-29

Valuation: Intel vs TSMC vs AMD

By Enterprising Investor • 2020-10-14

Intel Valuation

By Enterprising Investor • 2022-09-28

NVIDIA vs Intel: a Stock Duel

By Quality Stocks • 2024-12-15

Stock of the Week: Intel - Rise of the Phoenix

By Quality Stocks • 2025-09-23

Intel: The Trust Is Already Gone, Dividend Gone Next?

By Heavy Moat Investments • 2023-02-03

Intel’s Foundry Spin-Off Plan: Another Strategic Misstep

By Heavy Moat Investments • 2024-09-02

RhinoInsight

Fresh Invest BizToc

Asian Century Stocks

Asian Century Stocks Amibroker Bloomberg Terminal Benzinga

Heavy Moat Investments

Heavy Moat Investments

Forward Guidance

Forward Guidance BamSEC

Asian Dividend Stocks

Asian Dividend Stocks

Alluvial

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)

The Wolf of Harcourt Street

The Wolf of Harcourt Street Beehiiv

Chit Chat Stocks

Chit Chat Stocks Behind the Balance Sheet AlphaSense Base Hit Investing BejaminAI

Equity Mates

Capital Cyclists

Capital Cyclists BaFin - Managers' transactions

41investments

Capital Employed FM

Capital Employed FM

Business Breakdowns

Business Breakdowns

Capital Allocators

Capital Allocators Bloomberg News

RhinoInsight

Fresh Invest BizToc

Asian Century Stocks

Asian Century Stocks Amibroker Bloomberg Terminal Benzinga

Heavy Moat Investments

Heavy Moat Investments

Forward Guidance

Forward Guidance BamSEC

Asian Dividend Stocks

Asian Dividend Stocks

Alluvial

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)

The Wolf of Harcourt Street

The Wolf of Harcourt Street Beehiiv

Chit Chat Stocks

Chit Chat Stocks Behind the Balance Sheet AlphaSense Base Hit Investing BejaminAI

Equity Mates

Capital Cyclists

Capital Cyclists BaFin - Managers' transactions

41investments

Capital Employed FM

Capital Employed FM

Business Breakdowns

Business Breakdowns

Capital Allocators

Capital Allocators Bloomberg News

RhinoInsight

Fresh Invest BizToc

Asian Century Stocks

Asian Century Stocks Amibroker Bloomberg Terminal Benzinga

Heavy Moat Investments

Heavy Moat Investments

Forward Guidance

Forward Guidance BamSEC

Asian Dividend Stocks

Asian Dividend Stocks

Alluvial

Alessandro (Macro Strategist)

Alessandro (Macro Strategist)

The Wolf of Harcourt Street

The Wolf of Harcourt Street Beehiiv

Chit Chat Stocks

Chit Chat Stocks Behind the Balance Sheet AlphaSense Base Hit Investing BejaminAI

Equity Mates

Capital Cyclists

Capital Cyclists BaFin - Managers' transactions

41investments

Capital Employed FM

Capital Employed FM

Business Breakdowns

Business Breakdowns

Capital Allocators

Capital Allocators