At This Valuation, Intel’s IoT Segment Could Provide The Only Growth They Need (NASDAQ:INTC)

After my last article on 7nm’s inability to kill off “dinosaur” tech over the last 8 quarters, I wanted to extrapolate on some of the Taiwan Semiconductor Manufacturing Co. (TSM) revenue data in order to get a bigger picture view. This will be most pertinent for an investor looking to analyze the potential revenue trends for the chipmakers that are TSMC’s direct customers and/or their customers’ competitors, such as Intel (INTC), Advanced Micro Devices (AMD), Nvidia (NVDA), Broadcom (AVGO), Qualcomm (QCOM), Micron (MU) and others.

It will especially help in analyzing the potential in Intel’s Internet of Things Group (IOTG), and also provide some supplemental context on how much the 7nm delay is likely to influence Intel’s long-term profitability and revenue prospects in the segments which most rely on cutting edge technology nodes for semiconductors (like high performance computing) moving forward.

My last article showed the movements in TSMC’s revenue

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