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Pat's a very good guy but the reality is he has <10% chance of pulling Intel thru this and back to to its previous lofty position. He'd need another 10 years to change the culture & weed out the resistance but doesn't have that.
They'll absolutely still be around in 10 years but not as we know...
Many OEMs have built up inventory & poor practices in the past 2 years. Now the slowing macro is coming to fix them both and their semi suppliers too.
Memory prices may decline pretty hard for another 3~4 qtrs (NAND has potential to be a bloodbath) until a combination of demand elasticity & the...
Bitcoin has persistence, it has value, & it is not gold, so we are way past the 'tulips' analogy at this stage.
That said bitcoin & the blockchain are not the sole foundation to the world of disintermediation & decentralised finance (and other things) we are heading into, as there are many...
Automotive chips within Samsung foundry biz not nearly big enough to move the needle, regardless of WW shortage. For Samsung it's still all about memory & when it comes to profit, DRAM.
