| [: Ʒ Ư ũ(valuewalk.com) 2022 1 4 Դϴ. ֽĿ ǰ Դϴ.]
* ó: Dividend Power(https://www.dividendpower.org), VALUATION AND DIVIDEND SAFETY ANALYSIS: INTEL (INTC)," 2022 1 4, https://www.valuewalk.com/valuation-and-dividend-safety-analysis-intel-intc/
(Intel Corporation: NASDAQ--INTC) Ǵ ũĨ ι ֵϰ ִ ̴. о е ǥμ PC ũĨ ϰ ִ. Covid-19 ҵ Ա ߴ. Ʈ Ĩ ι ݷ ϰ ִ. * ó: Dividend Power(https://www.dividendpower.org), VALUATION AND DIVIDEND SAFETY ANALYSIS: INTEL (INTC)," 2022 1 4, https://www.valuewalk.com/valuation-and-dividend-safety-analysis-intel-intc/
CEO , ״ ֱٿ ߴ ̽½ μ öȸϰ ִ ̴. ű 1000 ϰ ִ ̸, 7 λ (Dividend Challenger: 5 ̻ λ )̱ ϴ. ͷ 2.6%̰, ̼ǵ ̴. ż ִ.
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ũμ ũĨ ι PC ũμ ٽ ϰ ִ. ũμ PC ͼ ǰ ִ. ٽ ǰ ܿ ǰ ϰ ִ. 3D (3D NAND) 3D ũνƮ(3D Xpoint) ǰ , 3D 90 SK̴н Űߴ. ڻ 5G ÿ Űߴ.
̿ Բ μ Ȯ ؿԴ. 2015 FPGA ݵü (Altera), 2016 AI Ĩ ʹٳ(Nervana) 콺(Movidius), 2017 ڵ Ĩ (Mobileye), 2019 AI Ĩ Ϲٳ(Habana) μߴ. ֱ ̸ óϰڴٴ ȹ ǥߴ.
2020 Ѹ 7786700 , ֱ 12 7847400 . ðѾ 20945000 .
ݰ
7 λ ̸ 缺ִ. 1992 , ִ 1.39̰ ͷ 2.61%̴. 2.61% ͷ 5 2.54% , S&P 500 ͷ 2 ̻ ̴.
۳ 1 21 б ִ 0.31 0.3475 5.3% λ ִ. ̹ б λ ȴ. 5Ⱓ 缺 6.0%, 10Ⱓ 缺 5.9%. (Chowder Rule) , ѹ(Chowder Number: CDN) 8.67%̴.
, 帧, 繫 , ſ ϴ.
鿡 , 2021 ߴ. ִ 1.30 Ϲȸ(non-GAAP) ִ 5.28 , 缺 25%. 2022 λ ʾ, 6% 缺 ϸ 2022 Ҹ ص 缺 ̴. 缺 缺 65% ſ ̴ ſ ϴٴ ǹѴ.
帧 鿡 , ſ ϴ. ֱ 12 帧 1732600 ε, 翡 ʿ 558400 . 帧 ݺ 32% 帧 ݺ 70% ũ ص ִ. ̴ ſ ̶ ش.
繫 ϰ ִ. 2021 3б , 3463500 , ݵ, ܱ ڻ 强 ϰ ִ ܱä , ä 469400 , ä 3561000 ̴. (Ÿں ) 0.11迡 Ұϰ, ں(ں ) 36 ̻̾ ä ݿ ũ ʴ´.
ũ
⺻ PC ͼ Ĩ ¿ ִ. ִ. ̸ ٸ Ĩ ü ϱ Ը ȿ ߰ Ǿ. ٸ Ĩ ڵ TSMC(NYSE--TSM), Z, ۷ιĿ帮(GlobalFoundries: NASDAQ--GFS) ȸ翡 ƿҽϰ ִ Ȳ̴. 繫 μ ں ϰ ִ.
ϰ ִ ȭǰ ִ. Ʈ ũμ Ĩ ι ȭװ, ARM (Qualcomm: NASDAQ--QCOM) ڵ Ĩ ι ռ ִ. Ĩ о (NVIDIA: NASDAQ--NVDA) ARM μ Ȳ̴. 10 Ǹ鼭 AMD ǰ ϱ ߴ.
̼
10 ְ ¿ ұϰ ´. ְ 52 ְ ũ ϶ ̸, 10.1 PER 10 PER 12迡 ´.
PC ι , 繫, ϴ , , ¸ , ż ִ.
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