Intel cut off the supply wave! Need to adjust the industrial chain urgently?

Intel really needs to readjust, after all, it can't keep up well. So it's good to change some goals, it's super appropriate.

Intel cut off the supply wave! At present, the industrial chain and production institutions must be adjusted, otherwise Intel's sales and reputation will definitely plummet!

Intel's wave of supply interruption is due to the relevant laws in the United States to make some corresponding adjustments to the ** chain, so it is urgent to adjust the industrial chain, but Intel said that it will continue to supply within two weeks.

Due to the impact of the epidemic and U.S. policies, Intel suspended the supply, and it will take about two weeks to adjust the ** chain to deal with the new U.S. export regulations.

Intel, I believe you are no stranger, almost all laptops have Intel chips, and of course servers also have, and it is a very good global chip technology company.

Let's talk about Inspur Information, which is currently controlled by Shandong State-owned Assets Supervision and Administration Commission, and is the largest server manufacturer in China and the third largest in the world. According to the 2020 interim report, domestic business revenue accounted for 83%, and foreign business revenue accounted for about 17%. Inspur Information is owned by big tech companies.

It is also the main force and beneficiary of the country's new infrastructure policy.

Since Intel said that the supply wave was temporarily stopped, the market value of Inspur Information has fluctuated greatly, and it can be seen that there are indeed institutions that have shipped away after pulling up, and then the stock price has fallen all the way.

However, there has been recent news that Intel has resumed the supply wave, but the stock price is still falling.

There may be several reasons, one is that the gross profit margin of Inspur is very low, and the other is that the chip manufacturers are concentrated in Intel, which is too single. In addition, Sino-US relations have not eased and there are uncertainties.

What I want to say is that Inspur Information is a very good company, and if Intel cuts off the supply of Inspur, it will lose both, and Intel will not do this. In addition, with the United States, there should be a great easing of Sino-US relations. In addition, the country has vigorously discovered new infrastructure, and the performance of Inspur will grow significantly in the next few years.

According to the performance of some domestic brokerage companies, the net profit growth rate in the next three years will be about 35%, and this year's profit of 1.4 billion yuan, corresponding to a market value of 49 billion, is currently underestimated.

Finally, to sum up, an excellent technology company has a reasonable valuation and the policy encourages the direction.

Yes, Intel did suspend deliveries. Because of the recent market turmoil, this measure had to be introduced.

Yes, with the policy adjustment in the United States, Intel had to temporarily suspend the supply of information to Inspur, which is expected to resume within a week.

Intel had to temporarily suspend the supply, which was also a helpless move. caused by the global economic situation.