Comparing Futures: Intel vs. Navitas Semiconductor
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 27 2026
0mins
Source: NASDAQ.COM
- Intel's Transformation Strategy: Intel is aggressively pivoting to a foundry model to manufacture chips for global designers, with FY 2025 revenue at $52.9 billion, a slight 0.5% decrease, indicating the need for massive capital investment to compete with established manufacturers.
- Navitas Focus on New Materials: Navitas Semiconductor specializes in next-generation power materials like gallium nitride, generating $45.9 million in FY 2025, a 44.9% decline, reflecting challenges and opportunities in its pivot to high-power markets.
- Intensifying Competitive Pressure: Intel faces fierce competition from AMD in the PC and server markets, and risks falling behind Taiwan Semiconductor Manufacturing Company in manufacturing technology, where delays in new plant construction could lead to significant capital losses.
- AI Market Potential: With the rise of artificial intelligence, both Intel and Navitas are striving to capitalize on this trend, although Navitas's decision to exit the Chinese market led to a significant sales drop in 2025, yet management anticipates revenue recovery in 2026.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 120.350
Low
20.00
Averages
39.30
High
52.00
Current: 120.350
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company's segments include Intel Products, Intel Foundry, and All Other. Its Intel Products comprise Client Computing Group (CCG) and Data Center and AI (DCAI). CCG delivers platforms and processors that power PCs and edge devices, enabling enhanced performance, connectivity and user experience for consumer and commercial markets with capabilities that also support retail, industrial robotics and AI ecosystems at the edge. DCAI delivers workload-optimized solutions based upon its x86 architecture for data centers, including CPUs, AI accelerators, NICs, IPUs and custom ASICs, enabling performance and scalability for cloud, enterprise, telecommunication and HPC environments. The Intel Foundry segment comprises technology development, manufacturing and foundry services, developing new semiconductor process technologies and advanced packaging technologies. All Other segments include Mobileye and Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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- Market Positioning: Founded in 2017, Syntiant focuses on ultra-low-power AI processors and software designed to run machine learning models directly on edge devices, catering to the critical needs for low latency and minimal power consumption, particularly in battery-powered devices.
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See More
