outsource core competencies, sell good investments, deliver flawed projects, ride the hype that your CEO once was involved in a historical CPU.
Maybe it's time to buy puts on INTC.
Maybe it's time to buy puts on INTC.
I was shocked when I learned that the majority of the Meteor Lake CPU is made by TSMC and that for the next gen Lunar Lake due in September EVERYTHING except the base tile (which is just a 22nm PCB) will be made by TSMC.
The US wants the Intel fabs to be a going concern for strategic reasons but even for them it would be better to put in the investment to make it so, than have them wither away inside intel.
Instead they were commiting suicide by requesting 1.6 volts so they can push 250 watts to win some benchmarks and die in 6 months.
I remember learning about CPU design and manufacure as a kid and was absolutely astounded that any of this shit could be made to work in a practical way. In my eyes Intel was immaculate perfection.
Just as likely that it’s way too late for that now…
Also is ARM really a good investment? They are massively overvalued and don’t have a very good business model.
ARM makes peanuts compared to other chip companies and they can’t really raise prices that much.
Most of their value is in IP but nobody will be allowed to buy them anyway.