WOULD YOU BUY INTEL, OR THE COMPANY THAT MAKES THE MEMORY POWERING INTEL'S CHIPS?
Let's put two companies side by side.
$INTC - 2025 revenue: $52.9 billion.
- Net loss: $267 million.
- Aiming to become a global chip manufacturing powerhouse through massive investments in new production facilities.
- A turnaround story involving huge capital spending, high costs, and a transformation that is far from complete.
$SKHY - 2025 revenue: $72.4 billion.
- Net profit: $32 billion.
- Revenue growth: 46.8%.
- One of the leading manufacturers of High Bandwidth Memory (HBM), a critical component powering AI chips.
As we head toward 2027, which of these two investment stories would you bet on?
#Intel #SKHy