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V
I agree I'm not seeing much action or a path to improve their top line revenue in the next couple of years.
They're a token player in...
Jul 31, 2025
C
Lip Bu is still a human who has a lot on his plate and is fallible. If he was 100% dedicated to IFS maybe you could make that argument...
Jul 31, 2025
Someone like Silver Lake? The company who bought 51% of Altera? I just do not see how they can run Intel Foundry better than Lip-Bu...
Jul 31, 2025
22/28nm business reaches record high, accounting for 40% of Q2 revenue
Second Quarter 2025 Overview:
Revenue: NT$58.76 billion...
Jul 31, 2025
C
If it came with the IP and a 5 year wafer agreement with Intel, I am sure someone would buy it.
Jul 31, 2025
Who would buy Intel Foundry? And for how much? I cannot think of any qualified buyers, more qualified than having Lip-Bu run it as it is...
Jul 31, 2025
D
I bet this way the Intel's market cap is at least half that of AMD in 2-3 yrs. That's 50% up from today's value.
The stock could go even...
Jul 31, 2025
Do you think, without fabs, Intel will be a clear leader against AMD and Nvidia? Or just another horse in a big horse?
I agree with...
Jul 31, 2025
D
Koan is a traditional method of mentor and apprentice transmission among the ancient Chinese elite.
A few years ago, when I tried to...
Jul 31, 2025
C
I think if Intel manages to offload or spin out it's fab business and become a fabless company the stock will turn around. Until then...
Jul 31, 2025
Eventally, they will ask you to handover the source code for security.
Jul 31, 2025
BEIJING: China raised concerns over potential security risks in Nvidia's H20 artificial intelligence chip, casting uncertainty over the...
Jul 31, 2025
D
Eventally, they will ask you to handover the source code for security.
Jul 31, 2025
X
Catchy title for sure. In my opinion the great Intel hope is to get manufacturing back integrated with design. Can Intel really compete...
Jul 31, 2025
B
BEIJING: China raised concerns over potential security risks in Nvidia's H20 artificial intelligence chip, casting uncertainty over the...
Jul 31, 2025
Daniel Nenni replied to the thread How Intel Stock Falls to $10.Someone like Silver Lake? The company who bought 51% of Altera? I just do not see how they can run Intel Foundry better than Lip-Bu...
Like.
Eventally, they will ask you to handover the source code for security.