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← @drnhj

$INTC

BULLISH2026-07-24
Price around the call
↑ 2026-07-24
By horizonMaturing · ~20 trading days to go
1d
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5d
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21d
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Original post
루팡 · 2026-07-24

$INTC [SK증권 해외주식 박제민] 인텔(INTC/US) 2Q26 Review: CPU 대장은 바로 나 ▶️ 매출총이익률 서프에서 보이는 CPU 가격 상승 가이던스 39% 대비 높은 42%의 매출총이익률을 기록 일회성 상각 비용 제외 시 43% 상회 가능 세대 교체 후에도 코어 당 가격($/core) 하락 제한적 중국 CPU 월간 가격 상승률 10% 상회 및 가격 상한 없는 LTA 체결 ▶️ 18A 자신감에 이어, 14A까지 18A 수율 3월 목표 상회하여 달성 중 14A 양산 목표 시기 1년 당겨 2028년부터 ▶️ 파운드리 고객사 힌트 14A 라인은 '자사 제품 이상 수요 있을 시 증설' Capex 원칙 고수에도 Capex 가이던스 상향 보도 고객사들의 논의 수준이 높아지고 있다고 판단

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