
AN OPPORTUNITY IN INTEL — AN ATTRACTIVE VALUATION AI PLAY
By Nigam Arora & Dr. Natasha Arora Signal(s) to enter, add, reduce, exit, hold or change. Attractive Valuation Many artificial intelligence stocks are very expensive. Intel (INTC) is a laggard both in terms of design and manufacturing. However, it offers an attractive valuation. The Shift Artificial intelligence computing is shifting from CPUs to GPUs. INTC primarily manufactures CPUs and has fallen behind in GPUs. Manufacturing INTC has fallen far behind Taiwan Semiconductor (TSM) in manufacturing high performance artificial intelligence chips. National Security Angle TSM is based in Taiwan. TSM is the prize that China wants to capture. We have been writing about the risk of China attacking Taiwan.