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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
T
Not only that. But also they are exposed with geo-conflict risks.
Jul 27, 2025
T
Either that or pay whatever TSMC wants you to pay even Nvidia being a $4 Trillion company can't do anything
Jul 27, 2025
C
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 27, 2025
S
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 27, 2025
S
The only thing that can save Intel foundry is CCP attacks Taiwan.
Jul 27, 2025
S
Lame strategy.
Jul 27, 2025
Y
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 26, 2025
X
Hence, I was thinking previously whether Intel could relocate to Singapore/Malaysia. I wonder whether the outcome would be better. There...
Jul 26, 2025
Like.
Let me explore this a little further: There are two types of labor expenses. The first is direct labor expense, which is directly...