Bloomberg Businessweek Broadcom Boom, Intel Bust Tell Two Chipmaking Tales
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Dec 30, 2024 Zeno Mercer, a Senior Research Analyst at VettaFi, dives into the investment outlook for AI-related sectors amidst the contrasting fortunes of chip giants like Broadcom and Intel. The discussion reveals how NVIDIA and Broadcom are thriving while Intel faces steep challenges. Mercer also illuminates the transformative power of AI in chipmaking and everyday life, alongside potential economic trends heading into 2025. His insights on navigating the evolving landscape of AI and semiconductor growth offer valuable perspectives for investors.
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Semiconductor Industry 2024
- 2024 was a benchmark year for semiconductors, with NVIDIA and Broadcom soaring.
- Intel struggled with losses and a grim outlook, facing an uncertain future.
Intel's Uncertain Future
- Intel's future is uncertain, lacking a permanent CEO and potentially facing a breakup.
- The company's core strengths in design and manufacturing have diminished.
Intel's Remaining Value
- Despite its struggles, Intel retains intrinsic value in its engineering teams and market share.
- Its design teams, PC market share, and server market share still hold potential.