INTC -- Intel -- It's Worse Than You Think -- January 5, 2025

Reminder: NFL tonight -- Vikings vs Lions! Both 14 - 2.  What are they playing for tonight? The #1 seed in the NFC North!

Locator: 44609INTEL. 

Tech is tracked here.

Chips: tracked here.

Apple Silicon: link here.

January 5, 2025, update, link here: 

Link here, from yesterday's WSJ. 

You may think you know how much Intel is struggling, but the reality is worse.

The once-mighty American innovation powerhouse is losing market share in multiple areas that are critical to its profitability. Its many competitors include not just the AI juggernaut Nvidia but smaller rivals and even previously stalwart allies like Microsoft.

One flashing warning sign: In the latest quarter reported by both companies, Intel’s perennial also-ran, AMD, actually eclipsed Intel’s revenue for chips that go into data centers. This is a stunning reversal: In 2022, Intel’s data-center revenue was three times that of AMD.

And:

Again, the dividend could be keeping a lot of long-term investors in the game. Later: my mistake. A reader wrote to tell me that Intel had suspended their dividend. Someone needs to tell Yahoo!Finance. The latter still shows Intel paying a dividend. If I knew that (that Intel had suspended their dividend), and, I'm sure I did, I had forgotten. 

See this note from August 5, 2024.

Dividend history: