Intel Can’t Stop Cutting

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 28 July 2025

⏱️ 23 minutes

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Summary

The former Chip King is cutting again in hopes of finding a path to sustainable growth. Tim Beyers and Jose Najarro discuss: - Intel’s big restructuring plans.- Predictions for when Intel Foundry may finally be profitable.- The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector! Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX Host: Tim BeyersGuests: Jose NajarroProducer: Anand ChokkaveluEngineer: Adam Landfair Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Intel is cutting again.
0:07.0	You are listening to Motley Fool Money.
0:11.0	Welcome to Motley Full Money. I'm Tim Byers, your host with me today, Jose Naharo, who is one of our expert
0:29.0	semiconductor and chip analysts. Jose, how are you feeling today? Would you think of the Intel
0:37.0	News? So we had Intel earnings.
0:40.0	We had a release. I'm not sure it was such a great release, Jose. But what did you make of it?
0:45.9	Yeah, I mean, Intel earnings were crazy, Tim. I think this is going to be the quarter that two,
0:50.2	three years from now we see as the complete shift point of determining if Intel
0:55.2	turned the ship around or did not. I believe this is that crucial quarter that is going to be
1:00.4	looked back as the moment it all happened. I mean, look, this is super interesting. I'm quoting from
1:07.4	the release now. Intel will no longer move forward with planned projects in Germany and Poland.
1:12.8	The company also intends to consolidate its assembly and test operations in Costa Rica into its larger sites in Vietnam and Malaysia.
1:20.8	In addition, Intel will further slow the pace of construction in Ohio.
1:24.9	So just everything is, it is like a big stop sign is on display at Intel
1:32.1	headquarters here. So what do you expect in terms of sharpening spend for Intel? What is Lee Bhutan
1:39.7	really after here? Yeah. So first, and to kind of put those into numbers, kind of future construction was expected
1:46.5	to be around $50 billion.
1:48.5	And now with all those delays and all those kind of halting, somewhere delayed, some
1:52.0	were pushback, like you mentioned, that $50 billion dropped down to $35 billion.
1:56.2	So just a massive $15 billion in reduction on future construction. Now, Lee Bhutan, I think he mentioned
2:03.8	it pretty well. The same day as earnings released, he actually had a employee letter sent
2:09.5	out to his team, which you can actually also find on the investor presentation website.
	...

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