On Monday , theU.S. governmentannounced that it will contribute $1.5 billion to GlobalFoundries $GFS under the Chip Act, boosting domestic manufacturing. Intel $INTC also finds itself in the game with possible subsidies in excess of $10 billion! 💰
I'm quite curious how they'll manage to pull off that TSM lead. I've been reading some analysis on the new machines from ASML and it looks like they're more expensive to produce than the ones TSM is currently using and they can't manage to produce everything they have planned for 2030. Even if Intel delivers what they've been promising for a few years now, it's quite possible they'll make less profit on it than TSM. Factoring in the cost of human labor in Taiwan, they're not going to have an easy time getting to their original margins.
I've sold Intel and Micron and only hold TSM with ASML in semis anymore.
AMD has seen its stock rise an impressive more than 123 %primarily due to the trend of artificial intelligence (AI). However, it is worth questioning whether this growth reflects future... Read more
I see that $INTCstock is down about 14% this year. Intel is an interesting and great company, but I already have other stocks in my portfolio from this sector and INTC stock is quite expensive. If the stock gets below $30, I might think about buying it.
Intel announces poor outlook for the first quarter, shares fall!🖥️
Shares of Intel $INTC plunged Friday to o 12 %after the company announced a miserable outlook for the first quarter 2024. While fourth-quarter results beat expectations, first-quarter forecasts aren't leaving investors in a good mood.
Today's developments in the stock market are fascinating: U.S. stocks are rising again and technology companies are back in the lead! 🖥️⚙️
Right at the opening bell, U.S. stocks started rising, leading S&P 500 index to another record. Investors are expressing optimism about economic developments and are expecting interesting results that could indicate the rise of technology... Read more
The San Jose-based company, which focuses on database equipment such as servers, routers or switches and complete IT solutions, may benefit from relaxed monetary policy in 2024 🤯
Being in the IT field myself, I can say that $SMCI 's equipment is used a lot. The servers contain the latest processor from $INTC called Xeon! I started following the... Read more
Intel stock is down about 5% probably following the news from ASML. The drop is quite visible on the chart and it was not small, however I would buy $INTC stock down to below $35.
Hello, investors. As you can see the stock of $INTC, since the beginning of the year the stock price has increased by 90%. What do you think Intel's chances are in the market versus $AMD or $NVDA?
Nvidia is strengthening its dominance in the chip markets.
Today I read a new report that Nvidia $NVDA and AMD $AMD are working on Arm-based PC chips. These Arm-based chips, also used for smartphones, often consume significantly less power, which is critical for battery-powered devices.
Intel said it plans to spin off its programmable chip unit and make an initial public offering within two to three years. I don't really know how to view this news, positive or negative? The $INTC stock initially weakened today but is already going back into the black.
Shares of $INTC are up over 30% this year, which is very solid. The company hasn't done well over the past five years, as you can see from the chart. However, I see the company starting to turn around and I believe it will start to do well again. The stock currently strikes me as a bit overvalued, but if the stock gets to a price of $32 or lower, I would already be thinking... Read more
Shares of Intel Corp. $INTC led the Dow lower Tuesday as concerns about data center inventories overshadowed the announcement of new computer chips with artificial intelligence capabilities in time for the holidays.
Shares of Intel (INTC), which had been declining as CEO Pat Gelsinger began his keynote address at the Intel Innovation 2023 developer conference, began to fall... Read more
Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.
Apple Inc $AAPL, Nvidia Corp $NVDA, Alphabet Inc $GOOGL and Advanced Micro Devices Inc $AMD have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.
Intel Corp $INTC, Samsung Electronics Co Ltd, Cadence Design Systems... Read more
Intel $INTC will invest $1.2 billion in Costa Rica over the next two years, the company said. The announcement comes after the U.S. State Department said in July that it would work with the Costa Rican government to support Costa Rica's semiconductor sector through the Chip and Science Act through 2022.
I'm quite curious how they'll manage to pull off that TSM lead. I've been reading some analysis on the new machines from ASML and it looks like they're more expensive to produce than the ones TSM is currently using and they can't manage to produce everything they have planned for 2030. Even if Intel delivers what they've been promising for a few years now, it's quite possible they'll make less profit on it than TSM. Factoring in the cost of human labor in Taiwan, they're not going to have an easy time getting to their original margins.
I've sold Intel and Micron and only hold TSM with ASML in semis anymore.