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RBC Capital’s Take on Intel Corporation (INTC) Following Investors Meeting


RBC Capital analyst Amit Daryanani offers a look into shares of Intel Corporation (NASDAQ:INTC) on back of recently hosting investor meetings as well as speaking to Director of Intel’s Investor Relations, Mark Henninger. After these meetings, Darvanani left with five key takeaways.

First, by 2H16 data center growth will ride a wave of momentum to double-digits, thanks to enterprise stability, CSPs growth, and ASP uplift from Broadwell.

Second, because of capacity ramps, which Darvanani attributes to Dailan, decreases in memory segment should mirror those of 1H16.

Third, Darvanani looks to autonomous driving as a potential driving factor of TAM expansion when placed in the context of L5 autonomous driving.

Fourth, “Machine learning and...