https://www.marketwatch.com/story/is-intel-now-a-trump-stock-its-stock-is-surging-after-upbeat-comments-by-j-d-vance-5b6a1a82
9 replies (most recent on top)
Great move Vance. Give more money to Intel who just canned all current and future with any hint of A.I. in them.
@ad+1jkvfh1yj The site has many who are seeking a lower stock price, and so will never agree that Intel has any upside potential.
Add to that the fan boys who own other semi related stocks, who like to spend their days spreading FUD.
The best cure for troll is mute.
IFS needs volume to get to full capacity and once that is sustained then it is very profitable and can go back to having the money needed to keep up with TSMC on node development.
Argue all you want, but that is the deal.
TD can still get things wrong but if the existing nodes work for enough customers then Foundry remains profitable.
The problem of the past 10 years is that Product groups were only using Intel Fabs, and so when 10nm went sideways (D'oh!), that meant the profits went away too, because there were no external customers. That made it even harder to catch up.
Some future node might be equally subpar, yet be good enough for certain external customer devices. Not a great outcome but it won't run the company into a ditch either.
You guys complain when we are in news for good or bad. What do you want? Just leave if you are not happy. Plenty of semi companies out there. Nvidia comes to mind
The comments weren't upbeat. They will just force companies to use the sh-t Intel can produce. Sad day, people are excited about getting hand outs.
Intel don't build the chips America needs. Even if the gov gave us a billion dollars we are going to sc--w the pooch on this one. Someone has to bring raw ugly truth into the light.
Yes. Go Trump/Intel forever partners
TSMC is meeting in the US for the first time, and may have some breaking news on that subject later this week.
They need to do something dramatic to avoid being shut out.
Tariffs might be incremental, going up each year, since the goal is to change the long term incentives and not to wreck Big Tech.
TSMC has at least one US factory, so INTC is by no means out of the woods...