Intercorp Financial Services

$Intel(INTC.US)Intel is in the middle of a multi-year turnaround — new fabs, government subsidies, and the push to regain leadership in advanced chips. The semiconductor cycle is also highly volatile, so short-term option drawdowns are part of the game.

What many investors forget is that Intel is becoming one of the only Western alternatives for advanced chip manufacturing, especially with the geopolitical tension in the Middle East and ongoing global supply chain risks. Governments want semiconductor independence, and Intel is a key piece of that strategy.

On top of that:

• Massive CHIPS Act funding

• Foundry business expansion (IFS)

• AI and data center demand still growing

• Strategic importance to the US and allies

Turnarounds take time. The market often prices the recovery before the financial results fully show up.

For this position, patience is key. If Intel executes on its roadmap, sentiment can shift quickly. #TradeShowcase @Bridge Buzz SG

Watching Gaudi 3 bookings closely. That's the real growth story... or not

really？

The first Panther Lake engineering samples, made with Intel/IFS’s 18A, are currently being tested by major PC ODM/EMS makers. My early 2025 industry survey showed 18A yields below 20-30%, so there’s still a lot of room to step up—which doesn’t bode well for Intel’s goal of hitting mass production in 2H25. On top of the tech challenges, IFS faces a big obstacle in winning outside orders due to its org setup, supply chain mgt, and culture. That’s where TSMC totally stands out.$Palantir Tech(PLTR.US) $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $Intercorp Financial Services(IFS.US)