From Financial Modeling Prep: 2024-12-17 11:09:00

Wolfe Research warns of challenges ahead for Intel, citing structural issues impacting its competitiveness as an integrated device manufacturer. Hopes for a Windows 10 PC refresh cycle in the second half of 2025 may not be enough to offset evolving competition. Qualcomm’s low shipment volumes offer some relief, but NVIDIA’s entry into the market could dampen sentiment.

Intel’s server business is expected to struggle, with market growth remaining low and continued market share loss to AMD. Concerns about Intel’s ability to sustain its scale as an IDM loom large, with doubts about its turnaround prospects. Leveraging help from TSMC to address manufacturing challenges is seen as unlikely.

Amidst increasing competition and operational challenges, Intel must overcome significant obstacles to regain momentum and address long-term structural limitations.



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