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S
Not only that. But also they are exposed with geo-conflict risks.
Jul 27, 2025
S
The stock price is back to the launch days of the Pentium II when Andy Grove was in charge. Though the stock has paid a lot of...
Jul 27, 2025
X
The stock price is back to the launch days of the Pentium II when Andy Grove was in charge. Though the stock has paid a lot of...
Jul 27, 2025
S
These are design companies none of these manufacturer anything
Jul 27, 2025
S
It’s probably too late and not practical to consider those. If a break up happens , perhaps the design portion can relocate. But these...
Jul 27, 2025
S
I feel US says too much and does very little. A showman country.
Jul 27, 2025
I
I tend to agree...but think, if you wrote that even 5 years ago, it would have been unimaginable.
It would have been hard to imagine...
Jul 27, 2025
X
I meant manufacturing. If to overcome TSM's monopoly, I think there should be additional helps needed. US cannot even follow through its...
Jul 27, 2025
T
Why should that help Intel ? Doesn't the same logic implies that all US semi companies should relocate to Asia (Apple, nVidia, Qualcomm...
Jul 27, 2025
T
Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 27, 2025
T
Hence, I was thinking previously whether Intel could relocate to Singapore/Malaysia. I wonder whether the outcome would be better. There...
Jul 27, 2025
T
Meanwhile, US is talking about building standard fossil fuel power stations to power AI. Imo, it is very backward, not to mention the...
Jul 27, 2025
T
I feel US says too much and does very little. A showman country.
Jul 27, 2025
T
I don't agree taking that perspective especially in the US. In US, just apply game theory and market base logics. Personally, I think...
Jul 27, 2025
T
It should not be done in the first place. Do insurance companies underwrite risk policies without prepaid premiums? Optionality should...
Jul 27, 2025
Like.
Not only that. But also they are exposed with geo-conflict risks.
Haha.
The stock price is back to the launch days of the Pentium II when Andy Grove was in charge. Though the stock has paid a lot of...