Perhaps the great problems of Intel, however, come from their casting segment, which has been a great drag in its results. The company has dumped money in this business through capital expenses (CAPEX), creating new manufacturing facilities. However, the segment has been a constantly large money loser, including a reduction in operating loss of $ 5.8 billion last quarter, or $ 2.7 billion by excluding a non -effective deterioration charge.

Following the departure of his CEO Pat Gelsinger, Intel said he could try to turn his foundry business. The business has recently received $ 7.86 billion in direct financing and a 25% government investment credit to continue building its manufacturing footprint in the United States.

From a rating perspective, Intel is the cheapest stock, negotiating in a pre-head relationship in the chapels (p/e) 12.6 times against 17.6 times for the AMD.

However, if you rate the main business of Intel and his foundry business separately, his assessment is even more attractive.

Intel’s foundry business has been losing a lot of money, but it also has many physical assets. Intel has spent $ 68.5 billion on CAPEX, mainly in the Foundry business, since the end of 2021 and has $ 104 million in physical assets at its balance sheet. If you take only your CAPEX recent expense and remain $ 26 billion in Net debt, your foundry business would be worth $ 10 per action at 4.3 billion in shares. Also has an 88% participation Mobilewhich is worth $ 11.4 billion, or $ 2.66 per quota of Intel.

As such, it is not surprising that the company has been the subject of acquisition rumors. There are many hidden physical assets that are not reflected in the price of actions, not to mention the direct funding of the Government and the tax incentives.

AMD, meanwhile, has been certainly the strongest of the two businesses, although it has not achieved the respect of the investors who can deserve. If more AI infrastructures are heading towards Ai’s inference, it could be in a good place. In addition, investors should not overlook their CPU business, which has been gaining participation in both data centers and computers.

I like both actions as candidates for the return this year. I like Intel a little more because of the deep value I think is still in stock. However, AMD also looks like a solid rebound candidate. Fortunately, investors do not have to choose and can add both actions to their portfolios if they choose.

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*The Exchange Minister returns from January 21 2025

Geoffrey Seiler It has no position in any of the stocks mentioned. The Motley Fool has positions and recommends micro advanced devices, Intel and Nvidia. The Motley Fool recommends the following options: Brief February 2025 27 Calls to Intel. The mold’s fool has a Outreach policy.

AMD VS. Intel Stock: Best candidate for semiconductor return was originally published by Motley Fool