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# Intel: Don't Bet On It Catching Up To TSMC (Archive)
- URL: https://www.huntingalphas.com/intel-dont-bet-on-it-catching-up-to-tsmc-archive/
- Published: 2024-01-31T06:41:00.000Z
- Updated: 2026-02-27T08:39:47.000Z
- Description: Intel’s rich valuation and structural headwinds make its recent outperformance vulnerable.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, INTC, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- I believe the longer term bull case on Intel's outperformance requires Intel to close its technological gap with TSMC.
- But TSMC's CEO has very unambiguously stated an informed opinion that they will remain a step ahead of Intel and I find this narrative more credible.
- Intel is facing inventory-correction and demand related headwinds in at least 36% of its business heading into FY24.
- Given the lackluster outlook, the stock seems expensive with little margin of safety for value buys.
- Technical analysis also suggests negative alpha ahead for Intel vs the S&P500.

Read the full article [here](https://seekingalpha.com/article/4665932-intel-stock-q4-earnings-dont-bet-on-catching-up-to-tsmc?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*