https://technews.tw/2023/09/01/intel-to-accelerate-arizona-fab-build-out-after-getting-large-customer-order/
who is this d-mb customer?
9 replies (most recent on top)
Is this the big pre pay customer?
Intel to offer foundry services to Tower Semiconductor after acquisition deal falls through
You really think Raymond Babbitt an take over business from TSMC. I will wait for the Bjg Customer leaves IFS for TSMC to meet timelines article, should not be long a wait.
"I'm-a Luigi, number one!"
Itsa me. MARIO!
Well not all investors can be duped... There are 50 million shares shorted on this stock.
Intel can undercut tsmc by making chips at a loss. It'll still seem like good news to the stockholders though
It's all bs until you show us the revenue recovery and a profitable quarter...
Large customer doesn't mean a thing...
Apple was a 'large customer' for processors but ask Intel what was the gross margin.
Before that, Intel was selling Celeron to Microsoft for the xbox. Ask Intel what the profit per chip was on that.
I believe you will find that these large customers are able to get Intel to sell at a loss just to try and fill the fab a bit.
Customers also use the 'threat' of Intel as a supplier to beat down TSMC on price.
OP cited an article published on a Taiwan website. The same news was originally on Barron’s. Guess the haters are far and away.