Latest news with #IntelCorporation
Forbes
21-06-2025
- Business
- Forbes
Intel Breakup? The Hidden Asset That Could Spark A Strategic Bid
Intel headquarters in Santa Clara, California, USA - June 10, 2023. Intel Corporation is an American ... More multinational corporation and technology company. Intel's once dominant position in the semiconductor industry has eroded into a cautionary tale. Does the current situation make the company vulnerable to a breakup or an acquisition bid? While AMD and NVIDIA sprinted ahead, capturing market share, mindshare, and the AI growth narrative, Intel stalled. Its inability to execute on next-gen chip rollouts, capitalize on the foundry business, or maintain architectural leadership has left the company trailing in nearly every performance metric that matters. In a prior Forbes piece, I made it clear: this decline isn't just a case of bad timing. The issue lies in cultural inertia, poor leadership choices, and a lack of visionary strategy, which have transformed Intel from a bellwether into a bloated, reactive giant. Its current leadership, while vocal about transformation, hasn't shown credible evidence of regaining the offensive. The result? On paper, the stock appears inexpensive, but patience makes it feel costly. Investors have been clinging to the unfulfilled promise of a turnaround for years. It's not that Intel lacks valuable assets. The strategy to unlock these assets has been either muddled or entirely absent. 29 April 2025, USA, San Jose: Lip-Bu Tan, Chief Executive Officer of Intel, appears at an event ... More organized by the company. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images) The Foundry Jewel In The Crown Opportunity Intel's foundry ambition was bold: to challenge TSMC and Samsung by becoming a full-service manufacturer for the world's chip designers. The logic was sound: own the infrastructure, capture margin, and secure Western chip sovereignty, but execution has been, at best, uneven. Capital costs have soared, returns remain distant, and Intel's credibility with major customers is still catching up after years of overpromising and underdelivering. The Street has largely discounted this effort, and it shows in the stock's multiple. But that may be a mistake. Here's the twist: in today's geopolitical climate, where semiconductors are national security assets, Intel's U.S.-based foundry operations are not just valuable, they're strategic. Governments want sovereign supply chains. Major chip designers want a domestic alternative to Asia. Intel is sitting on an asset uniquely positioned to benefit from this trend. Intel is no longer a single entity; it now encompasses two distinct narratives within its sprawling structure. On one side: a legacy chip business that's lost ground to AMD and Nvidia, plagued by inconsistent execution and a more reactive culture than visionary. On the other: a capital-heavy, misunderstood foundry business that, despite its growing pains, sits at the center of global chip sovereignty conversations. As the U.S. and EU pour billions into domestic semiconductor production, Intel's foundry arm has inadvertently become a geopolitical asset. Defense contractors seeking to secure supply chains, sovereign wealth funds with national mandates, and even Asian players seeking U.S. credibility are aware of this. While Intel's sheer scale and capital expenditure requirements may deter private equity, a consortium or strategic carve-out remains a viable option. What's actually at stake? That foundry value is trapped, held back by Intel's cumbersome structure, slow decision-making, and internal conflicts of interest. Split out, the foundry could pursue its customers, define its strategy, and attract the valuation it deserves. What will happen if Intel's leadership doesn't unlock that value? You can be sure someone else will try. Today's market quickly uncovers undervalued strategic assets. Intel Breakup? Intel doesn't need another engineer at the helm. Intel requires a visionary leader who can simplify the story and establish clarity where bureaucracy has obscured the boundaries. A bold CEO would shrink the chip bloat, confront the underperformance head-on, and redirect capital into what matters: the foundry. They'd monetize low-value, non-core businesses, create clean segment reporting, and reframe Intel not as a legacy chipmaker but as a national platform for advanced semiconductor manufacturing. Think of Microsoft under Nadella or IBM's pivot to services, only with sharper execution. The right leadership would embrace partnerships (even former rivals), tap government tailwinds, and focus the street's attention on the structural upside buried in the foundry. For an activist investor, the roadmap isn't complicated. Demand transparency between business units. Push for timeline clarity on unlocking foundry value, whether via partial spin, joint venture, or strategic equity participation. Pressure the board to explore structural separation. And above all, instill urgency. Because what Intel lacks is not capital, talent, or assets, it's the courage to act decisively. It's up to time whether this courage originates internally or is externally imposed. The real question is who will get there first and who'll profit from the move. Intel 5 years Vs Nasdaq Breakup or Buyout? The biggest mispricing in Intel today isn't its margin compression or lagging revenue growth; it's the way the foundry is still being treated like a side project. Wall Street views it as a cost center rather than a strategic asset. That's the blind spot. Investors won't see a true earnings re-rating until they understand who is driving the company or who is about to take over. If the foundry sits buried beneath Intel's bloated structure, the market will continue to misread its upside. But that's starting to shift. Smart investors are watching for clues: insider buying, activist stake-building, tighter segment disclosure, JV chatter, and the sudden alignment of political and industrial interests around domestic chip sovereignty. As I recently stated, 'Intel's execution is subpar, yet its foundry presents a valuable asset.' Breakup or buyout feels more plausible than the market's pricing in.' Pay attention—not just to the earnings, but to the structure. Once the market gains confidence in the foundry's independence or ownership, the valuation will not simply rebound. It will re-rate. Fast. Intel Breaking Up Is Hard To Do The longer Intel delays meaningful change, the more compelling the breakup case or bid opportunity becomes. The company is not a turnaround stock but rather a hidden restructuring opportunity. Investors who are astute should not wait for Intel to resolve its issues. What is the more advantageous option? That pressure, whether from activists, strategic buyers, or visionary CEOs, forces change from the outside in. The roadmap is clear. The foundry is in control. The rest is just capital, courage, and timing. The real question isn't if someone moves to secure an Intel bid or a breakup. The real question is not if someone makes a move on Intel, but rather who gets there first and whether you were already in a position when they did.
Economic Times
19-06-2025
- Business
- Economic Times
Bored IIT graduate becomes a 'little shameless' on Instagram. He has life-changing experiences and conversations
Who is Harsh Pokharna? Not every founder story needs to be about pitch decks and product pivots. Sometimes, it's just about being human. Harsh Pokharna , CEO of Bengaluru-based fintech startup OkCredit and an IIT Kanpur graduate, recently gave the internet something refreshingly real. During a 1.5-month break at home in Jaipur, Harsh found himself slipping into a familiar lull—parents were thrilled to have him home, but he was, by his own admission, kind of bored. So, he decided to shake things up in the most Gen-Z way possible: by posting an Instagram story inviting people in Jaipur to meet followed was a low-key social experiment that turned into a deeply enriching experience. Harsh found himself going out almost daily—catching up with old friends, connecting with strangers from DMs, and indulging in conversations that ranged from the silly to the soul-stirring. Some chats were about food and therapy, others about breakups, startups, or dating apps. There were no rules, no agendas—just organic human connection in a world that's often too he didn't label the experience beyond 'wholesome,' the message was clear: sometimes all it takes to break out of a rut is a little shamelessness on Instagram and an open mind. His spontaneous 'Bumble for friends' in his hometown reminds us that meaningful interactions don't always come from planned networking or structured meetups—they can happen over coffee with a stranger or a walk with someone you haven't seen in the photos, he can be seen hanging out and relaxing with different people. One image shows him playing badminton, while another captures a moment from his pickleball session. Other pictures feature him enjoying a car ride, dining at a restaurant, and sipping coffee, offering a glimpse into his laid-back, people-filled days in Pokharna completed his in Mechanical Engineering from IIT Kanpur in 2014. After graduation, he gained valuable experience working with leading companies such as Intel Corporation, Flipkart, and Reliance Payment Solutions (JioMoney). In 2015, he ventured into entrepreneurship alongside his IIT Kanpur batchmates Gaurav Kumar and Aditya Prasad, co-founding ClanOut—a social discovery platform aimed at helping people connect and explore shared interests. Later, they co-founded the app OkCredit, where Pokharna is the CEO.
Yahoo
17-06-2025
- Business
- Yahoo
Intel (INTC) Aims to Lower Expenses, Prepares for AI Era
Intel Corporation (NASDAQ:INTC) is one of the 10 Best American Semiconductor Stocks to Buy Now. The company is focused on driving improved execution and operational efficiency. Intel Corporation (NASDAQ:INTC) aims to lower its operating expenses to $17 billion in 2025, which is less than the previously stated goal of $17.5 billion. For 2026, the company aims to reduce operating expenses further to $16 billion. To achieve this, Intel Corporation (NASDAQ:INTC) plans to streamline its organization by cutting down on management layers. The company also plans to focus on supporting its engineering teams to create better products. At the same time, the company will be looking to increase accountability and make it easier for customers to do business with Intel Corporation (NASDAQ:INTC). A technician soldering components for a semiconductor board. Intel Corporation (NASDAQ:INTC) has a large market share in both the client and data center markets. The company is shifting its focus to build competitive products that meet the needs of its customers, especially as the computing world shifts towards AI agents and reasoning models. Intel Corporation (NASDAQ:INTC) will be looking to redefine its portfolio to optimize its products for new and emerging AI workloads. Intel Corporation (NASDAQ:INTC) is an American semiconductor manufacturing company. It is one of the world's largest manufacturers of central processing units (CPUs) and semiconductors. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Stocks That Will Bounce Back According To Analysts and 11 Best Stocks Under $15 to Buy According to Hedge Funds. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Yahoo
Intel Nova Lake CPUs Could Have Up to 52 Cores, Support DDR5 8000
Hardware leakers have released a torrent of new rumors about Intel's next-generation Nova Lake desktop processors, and they paint a very impressive picture of this future chip design. Reportedly, the flagship CPU will feature as many as 52 cores, spread across performance, efficiency, and low-power core architectures. They will also see a substantial upgrade in memory support, officially able to handle up to DDR5-8000 chips—though overclocking and XMP profiles should let installed memory perform even faster. When they launch sometime next year, Nova Lake CPUs will probably be named Core Ultra 300, so these latest leaks detailing the various specs will probably start with a Core Ultra 9 385K. It allegedly sports 16 P cores, 32 E cores, and four LP cores, giving it an unprecedented 52 cores in total. That's more than three times the current top core count AMD alternative, and more than double Intel's 285K. It's not the only next-gen chip that blows past everything else out there right now, either. The Core Ultra 7 model will have lots of cores too. It'll get 14 P cores, 24 E cores, and four LPE cores. Indeed, those four LPE cores extend throughout the entire stack. That should help improve multi-threaded performance, particularly for the very low-end chips, but will also dramatically improve energy efficiency at idle and in low-power modes for the entire lineup. If these leaks prove accurate, this will be the first Core Ultra 5 (or Core i5) generation of Intel CPUs to offer eight P cores, though this time around the top Core Ultra 5 will also get 16 E cores, delivering potentially unheard-of levels of multi-threading performance from such modest chips. Alongside the news of high core counts, VideoCardz also reports that the next-gen Nova Lake CPUs will have official support for DDR5 8000, a big upgrade over the 6400 MT/s memory the current-generation Arrow Lake CPUs support. Considering we already see some Intel motherboards supporting RAM in excess of 9,000 MT/s on Arrow Lake CPUs, it's possible we could see the first 10,000 MT/s or higher overclocking support on Nova Lake. PCIe 5 will see a big uptick with this generation, too. Instead of the 20 PCIe 5 lanes that Arrow Lake has right now, Nova Lake could offer up to 36, as well as additional PCIe 4 lanes for more legacy device support. Your cooler should work just fine on Nova Lake, too. All of this is mere rumor for now, but the details are starting to coalesce around a very intriguing generation of CPUs. If Intel can stick the landing, Nova Lake is shaping up to be very interesting competition for AMD's current CPU dominance, particularly in gaming.
Forbes
04-06-2025
- Business
- Forbes
How Entrepreneurs Are Upgrading Tech For AI Growth
Modernizing tech infrastructure getty Old tech used to be an inconvenience. But now it's a liability. In an AI-driven world, every crash or slowdown doesn't merely waste valuable time. It costs you innovation, speed, and your competitive edge. Imagine, for example, pitching to a major potential client while your outdated system freezes mid-demo. A hiccup like that can shift a win into a loss, all because your tech couldn't keep up. Smart entrepreneurs are seeing the truth: If their PCs can't support AI, their business can't either. What used to be a routine IT upgrade is now a strategic move—and a competitive advantage. The ones who invest in modern infrastructure are improving performance, strengthening security, and scaling faster. They're not playing catch-up; they're taking the lead. Below are three key steps entrepreneurs are taking to modernize their tech infrastructure and position their businesses for AI-powered growth. Entrepreneurs at the forefront of AI adoption aren't waiting for systems to break before replacing them. They're proactively swapping outdated PCs and legacy tools for AI-powered machines and intelligent automation platforms designed for today's demanding workloads. This shift turns the PC refresh cycle into a competitive edge. This shift turns the PC refresh cycle into a competitive edge. As such, leaders are investing in systems that can handle today's demands and evolve with tomorrow's breakthroughs. Shiny new devices aren't the goal. What matters is building an environment where AI can thrive and people can excel. As Carla Rodríguez, VP & GM of Client Software Ecosystem, Client Computing at Intel Corporation, puts it: 'Today's business leaders are challenged with driving fast-paced innovation yet relying on outdated technology. A well-planned PC refresh cycle, coupled with AI-enabled software, is here to accept that challenge. With the latest AI PCs powered by Intel® Core™ Ultra Processors and Intel vPro® coupled with Laplink's PCmover Enterprise, businesses can accelerate employee productivity at an unprecedented pace.' More than a speed boost, these upgrades are changing the way teams function, choose, and protect in a connected world. It's one thing to want to integrate AI. It's another to be technically and strategically ready for it. Too many entrepreneurs dive into AI pilot programs or automation rollouts only to find their infrastructure buckling under the pressure. The problem isn't the vision, but the foundation. Next-gen AI workloads demand high-performance computing, robust memory, and secure environments. Without that baseline, tools underdeliver and security gaps widen. A recent review of AI adoption published in the Journal of Innovation & Knowledge confirms this: Foundational readiness—including infrastructure, data availability, and skilled teams—directly influences success. Smaller firms often face steeper hurdles, from limited resources to tech gaps, making it harder to turn AI ambition into tangible outcomes. For entrepreneurs, this means ambition alone isn't enough; readiness is what determines whether AI becomes a real driver of innovation or just another underutilized tool. Entrepreneurs leading the pack are investing in scalable platforms from the ground up, ensuring that as AI matures, their businesses can support more complex models, deeper insights, and safer operations. Behind every innovative company is an engine of quiet efficiency, driving progress where it counts most. Entrepreneurs who prioritize seamless device deployment, cloud-based management, and automated data migration are freeing up time, budget, and brainpower. These upgrades aren't patchwork fixes—they're fuel. With the right tools, startups and small businesses aren't stuck juggling migrations or scrambling through setup delays. Apps, files, and settings transfer seamlessly, new hires hit the ground running, and IT teams finally get to trade firefighting for forward thinking. Gartner underscores this shift in its Market Guide for Unified Endpoint Management Tools, noting that unified endpoint management (UEM) has reached mainstream adoption and is essential for managing, securing, and enabling the hybrid workplace. The report highlights that single-OS-centric tools fragment operations, increase cybersecurity risks, and create inconsistent digital employee experiences. In contrast, organizations that consolidate their endpoint management tools into a single solution report significantly better outcomes, scoring 70% higher on the Gartner Digital Workplace Maturity Assessment. As hybrid work becomes standard terrain rather than a trend, entrepreneurs equipped with secure, cross-platform tools are better positioned to minimize friction, safeguard operations, and unlock time and resources for strategic growth and innovation. In this new era, efficiency isn't just about cutting costs—it's a launchpad for smarter, AI-driven innovation. Entrepreneurs who modernize early aren't simply upgrading—they're future-proofing. They understand that infrastructure isn't background noise; it's the backbone of their AI strategy, their cybersecurity stance, and their ability to scale. This is the moment to move. Smart investments today unlock speed, protection, and long-term gains. Whether you're scaling fast or rebuilding for what's next, one thing's clear: if your tech can't keep up, your business won't either.
