Whalesbook
Intel ka Naya Game Plan: AI Chips pe Dava
Bade khabar yeh hai ki Intel ke shares April 7, 2026 ko $52.91 ke aas paas trade kar rahe the, jab unhone Elon Musk ke Terafab initiative ke saath partnership ka announcement kiya. Yeh partnership ek $20-25 billion ke massive semiconductor manufacturing complex ka hissa hai, jise Tesla aur SpaceX milkar bana rahe hain. Iska goal hai AI aur robotics ke liye saal mein 1 terawatt compute power produce karna. Intel apni advanced chip design aur manufacturing skills yahan use karega, jo unke struggling foundry business aur 18A process technology ke liye ek major validation ki tarah hoga.
Losses ke Beach 18A pe Betting
Intel ka pura turnaround plan unke foundry ambitions par tika hai, khaas kar 18A manufacturing node par. Lekin sachai yeh hai ki Intel Foundry Services ne 2025 mein $10.32 billion ka zabardast operating loss report kiya hai. Terafab deal se external revenue aa sakti hai, aur Intel apni 18A-P variant ko clients ko sell karne ki koshish mein hai. Abhi bhi company industry-standard yields achieve karne mein struggle kar rahi hai aur TSMC, Samsung Foundry jaise competitors se bohot tough competition mil raha hai. Analysts ka view bhi filhal mixed 'Hold' hai, average price target $46-$48 ke aas paas hai, haalanki Keybanc ne ise $70 kiya hai.
Kya Foundry Losses Turnaround ko Duba Denge?
Intel ka foundry strategy ek high-stakes gamble hai, is division ke huge losses ko dekhte hue. Ek taraf company losses mein hai, doosri taraf Terafab jaise bade projects mein invest kar rahi hai. Execution risk bhi kaafi high hai, kyunki reports aa rahi hain ki Nvidia ne bhi 18A testing ko yield concerns ke chalte pause kar diya hai. Agar AI demand mein koi slowdown aata hai, toh itne bade capacity plans ka kya hoga, yeh bhi ek tension wali baat hai. Global semiconductor market toh grow karega, specially AI se 2026 mein $975 billion ki sales hone ka andaaza hai, par Intel ko apni 18A tech se kamaal karna hoga aur customers ka trust jeetna hoga.