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Beyond The Blue: Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant workforce reductions and canceling new factory plans to improve its financial health. This strategic pivot could benefit competing semiconductor manufacturers and foundry services who may capture the market share and manufacturing contracts that Intel is forgoing.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Jul 27

About This Group of Stocks

1

Our Expert Thinking

Intel's major workforce reduction and cancellation of billions in factory construction creates a significant opportunity for competitors. When a major player scales back, it opens doors for foundry services, equipment suppliers, and semiconductor manufacturers to capture market share and manufacturing contracts that Intel is stepping away from.

2

What You Need to Know

This group focuses on companies across the semiconductor value chain that could benefit from Intel's strategic pullback. The selection includes foundry services, equipment manufacturers, and chip companies positioned to absorb demand as Intel reduces its manufacturing footprint and capital expenditure.

3

Why These Stocks

These companies were handpicked by professional analysts based on their potential to capitalize on Intel's reduced market presence. Each represents a different part of the semiconductor ecosystem that could see increased business as the industry adjusts to Intel's new strategic direction.

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$245.60

ASML

ASML Holding NV

ASML

Current price

$711.25

LRCX

Lam Research Corporation

LRCX

Current price

$96.96

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+22.29%

Group Performance Snapshot

22.29%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 22.29% over the next year.

14 of 16

Stocks Rated Buy by Analysts

14 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎯

Intel's Market Share Is Up for Grabs

When a semiconductor giant scales back manufacturing and reduces workforce by 15%, competitors are positioned to capture that business. These companies could see increased demand as the market adjusts.

🏭

Foundry Services Could See a Boom

Intel's cancelled factory plans mean more chip manufacturing will need to happen elsewhere. Foundry companies in this group are perfectly positioned to fill that gap.

Strategic Timing Meets Opportunity

This isn't just about one company's struggles - it's about a major industry shift creating openings for well-positioned competitors to expand their market presence.

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