Comment by hereme888
2 hours ago
This could swing so hard with sudden geopolitical triggers. I also see Intel positioning itself very strongly for its next generation chips.
2 hours ago
This could swing so hard with sudden geopolitical triggers. I also see Intel positioning itself very strongly for its next generation chips.
Unless they will do something stupid like damaging their 13th and 14th generation of processors by usage and then going great lengths to deny it, until finally being forced to fix it.
https://www.digitec.ch/en/page/intel-has-a-big-problem-unsta...
Are you saying that Intel is well positioned if Trump let’s China think it can invade Taiwan without consequences?
If so, that’s a hell of a way for Intel to secure its future.
Intel is screwed because their foundry is nowhere near up to speed but AMD has zero alternatives to TSMC in Taiwan so they got it worse - at least for now, I don't think TSMC Arizona is ready yet.