Description

Intel’s Crisis Deepens: Is the Foundry Business Next on the Chopping Block?

Intel Corporation finds itself at a critical juncture as it heads into its mid-September 2024 board
meeting, grappling with a series of severe challenges that threaten the company’s stability and
future prospects. Once a titan of the semiconductor industry, Intel has been beset by financial
difficulties, including continuous losses, declining market share, and an increasingly competitive
landscape. The situation has been exacerbated by the recent departure of key executives, adding
to the uncertainty surrounding the company’s strategic direction. Most notably, Intel is considering
divesting its programmable chips business, Altera, and even its foundry operations—both of which
were once seen as critical components of its long-term strategy. These developments paint a grim
picture of a company struggling to regain its footing in an industry that has rapidly evolved, leaving
Intel scrambling to catch up. The upcoming board meeting could be a turning point, but the road
ahead is fraught with risks and uncertainties. In this article, we delve into the four most significant
issues that currently plague Intel, highlighting the company’s precarious position.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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