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GF Securities Highlights Intel’s AI Packaging Revenue Forecast Upside

GF Securities logoGF Securities
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Intel logoIntel
Sig1.62Sen+3.15Env0.00Soc0.00Gov0.00

GF Securities lists Intel among preferred semiconductor names focused on custom AI chips and advanced packaging. Analyst Henry Huang expects Nvidia’s share of TSM’s CoWoS capacity to stay stable in 2027 while GPU demand grows with custom accelerators. For Intel, the firm raised back-end revenue forecasts to $1.1 billion for fiscal 2027 and $7 billion for fiscal 2028, citing improving visibility across AI packaging programs.

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