Intel 2024: Annus Mirabilis

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis It has been just over a year since I detailed the Annus Horribilis Intel (NASDAQ:INTC) in 2022. Nevertheless, 2024 is set to become Intel's Annus Mirabilis, delivering four process nodes in this one year. Even neglecting that two of those are 'intra-node improvements', that is still two full nodes, which historically would have taken at least two years. This is outright double the pace of Moore's Law, delivering a pace of improvement not seen sin ...