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At some point you do need to stop and wonder how Trump and the US government are able to push out extremely market price sensitive information like this with no real substance behind it which may result in large stock pricing swings (and later corrections). The potential for insider trading is...
This comment seems to imply two things:
1) Intel is currently uncompetitive as a design house vs the fabless companies
2) The "solution" to that problem is to double down and continue as an IDM
How can that possibly make sense ? Intel must operate as a foundry now to survive as an IDM. And it...
I don't read it that way. It's a classy letter which quite intentionally does not engage with the [IMHO] ridiculous allegations about him. He says everything that needs to be said and nothing else. Whether it works with Trump is another matter which few of us can predict - I suspect it's not...
These are all excellent questions. But also an example of what good governance should look like (regardless of whether Senator Cotton is himself compliant - see earlier comment - I have absolutely no idea ...). At least in the US you have these processes and controls in place (at least in...
Does this make sense ? INTC at around $20 today and most of the bad news is surely already priced in. If you believe in the LBT turnaround story, how's the stock going down 100% before that kicks in ? Convesrsely, if it goes down to $10, doesn't that imply the turnaround strategy as currently...
Why should that help Intel ? Doesn't the same logic implies that all US semi companies should relocate to Asia (Apple, nVidia, Qualcomm, etc) ? And yet the US doesn't seem to have too much trouble pulling in top talent from all over the world to staff up these companies. The success of companies...
Welcome clarity. Though increasingly obvious that Intel products just don't have the volume to justify many more future nodes, it needed saying in public at some point.
What is also notable here is that there is no mention whatever of the CHIPS Act, government subsidies or US national security...
Hold on - how does this headline make any sense ? SanDisk has annual sales of less than $8bn. And yet they were somehow expected to be investing in a $55bn wafer fab. I feel I must be missing something ...
Indeed, as a proportionally very small user of copper operating in a high margin business, I doubt the semiconductor industry has anything to worry about. They'll always be able to pay more than almost any other group of users. And could probably survive off recycled copper alone.
I disagree. Hard work is necessary. But never sufficient. You have to do something different to change the rules to overtake. Creative innovation matters. You almost never see dramatic lead changes in marathon races - when someone goes off the front, they almost always stay ahead and win...
Surely there isn't a "scalable minimum" at 14A and below (and hasn't been for a long time). The capital and effort needed is so large that you can only do this at scale - it's all or nothing and if your in-house demand is too low, it's simply unviable. I don't recall any semi company ever...
We know they are not.
We saw exactly the same in the telecoms tech bubble around 2000 when someone memorably noted that Wall Street stock analyst reports would better be labelled as paid advertising for their banking clients.
Elon Musk has been making price-sensitive public announcements for...
“We have received feedback that our decision-making is too slow, our programs are too complex, and our competitors are moving faster.”
Surely they've known for well over a decade and just chosen to ignore the consequences - too many people thought it didn't matter enough for too long.
On the...
Hold on a moment. Just checking over some basic numbers here. TI's annual sales appear to be running about $70bn. So perhaps $60bn isn't totally off the scale. Depending on how many years it's spread over.
But ... TI currently has around 34K employees worldwide. And this new plan will...
Lip Bu has been hired precisely because he isn't a "maximum airtime" showman. And it's the people working for him who own the product leadership plans. He can't do it all on his own - and nor should he. He needs to build a strong team with a range of personalities (which may well include some...
