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X
Let's poke at this a little bit -- I think you're right, but what are Intel's real Capex requirements? Maybe an extra $40B is enough...
Aug 11, 2025
X
It depends on the goals. It won’t be enough for many of the goals people want Intel to achieve. For example, TSMC spends each Capex...
Aug 11, 2025
X
4. Intel is cash poor and can’t afford to invest in the capacity needed in the future to replace TSMC or even a reasonable fraction of...
Aug 11, 2025
X
Then what are we supposed to do after that?
Aug 11, 2025
X
Here is my takeaway:
10. POTUS and DoC can set the stage, the customers can make the necessary investments, the Intel Board can...
Aug 11, 2025
S
well they should buy the stock chep and give Intel $Billion for fabs and says Intel is US's Semi Darling insta profit
Aug 11, 2025
S
It is about dual sourcing not fully replacing TSMC so $40 billion should be enough for limited volume and IFS sustenance.
I like this...
Aug 11, 2025
Y
Trump's mind would probably make a great random number generator...
Aug 11, 2025
E
The bod hiring ceos PO, BK, BS, PG should have been fired
Aug 11, 2025
Y
Also, MLID is a liar, so it's best not to believe any information from Intel.
Aug 11, 2025
S
The board should be fired.
Aug 11, 2025
P
I think Trimp's close associates are harrassing Intel to do speculative trading with its papers like they did with the entire...
Aug 11, 2025
S
Well technical problems can be solved but someone's stupidity is unsolvable
Aug 11, 2025
S
Trump's mind would probably make a great random number generator...
Aug 11, 2025
Like.
It depends on the goals. It won’t be enough for many of the goals people want Intel to achieve. For example, TSMC spends each Capex...