AI PortfolioDespite expectations for AI market growth, Intel currently lacks a competitive AI portfolio.
Competitive PressureRisks for Intel include continued market share losses against both AMD and non x86 architectures, continued delays in new node migration, and continued mis-execution in the company’s longer-term product roadmap.
Foundry BusinessGiven the highly unlikely chance of Intel merchant foundry succeeding and subsequent drag on cash flow, analysts continue to believe Intel would be best served by exiting the merchant foundry business.