CFO Zinsner buys shares for a quarter of a million USD. Foolish or enlightened soon the foundry business?

Jörg Meyer
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J. Meyer
Reading Time: 2 minutes

Intel (i) is a bet on the future, based on two pillars. First, the company succeeds in playing a more significant role in the data center space with AI inference chips. Second, the yield on the 18A and especially the 14A process rises to an industry standard, allowing companies like Apple, Qualcomm, Nvidia & Co. to award more chip production contracts to Intel. If the latter occurs and a technological catching-up movement against TSMC is achieved, the Intel stock could experience another price rally. In this context, I find the recent insider...

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