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How much money does Intel need to compete with TSM, this might end up creating too much capacity and then a crash or price/cost pressures. Any thoughts or comments appreciated. This was announced on CNBC this morning.
How much money does Intel need to compete with TSM, this might end up creating too much capacity and then a crash or price/cost pressures. Any thoughts or comments appreciated. This was announced on CNBC this morning.
Just a thought - the capital isn’t technically to exclusively compete with TSM/Samsung - by reducing the amount of money Intel needs for capital building of plants/fabs, etc that frees up the overall corporate cash flow for non fab things like engineering products too..
So I think while this money and the CHIPs Act are fab-focused (or appear to be) the remaining pool of Intel’s own money can technically be reallocated to other efforts… meaning they directly affect those too. Perhaps a sneaky way to improve their position vs. AMD, Nvidia, etc..
Just a thought - the capital isn’t technically to exclusively compete with TSM/Samsung - by reducing the amount of money Intel needs for capital building of plants/fabs, etc that frees up the overall corporate cash flow for non fab things like engineering products too..
So I think while this money and the CHIPs Act are fab-focused (or appear to be) the remaining pool of Intel’s own money can technically be reallocated to other efforts… meaning they directly affect those too. Perhaps a sneaky way to improve their position vs. AMD, Nvidia, etc..
This type of financial arrangement helps Intel to ease its cash flow issues and maintain Intel's dividends payout.
Intel is using its assets to gain $15 billion injection from Brookfield. The "$30" billion value of this venture/partnership/asset sales/sale and leaseback deal is questionable.
To form a LLC, all its members/investors chip in capital, land, equipment, and/or technology assets to make it possible.
But in the Intel's SEC filing, Intel called this Brookfield deal as a "Contribution and Purchase Agreement". What does the "purchase" really mean? Is it a Sale and Leaseback in disguise?