HardyJenny
2023-12-05

$Intel(INTC)$ Intel getting pushed out of semiconductor designs.

Decides to move into manufacturing. How on earth does one believe a failing chip designing company getting into manufacturing is a good idea?

TSM $Taiwan Semiconductor Manufacturing(TSM)$ produces over a trillion dollars in revenue a year at the same time AMD $Advanced Micro Devices(AMD)$ grows like a weed. There cash won’t sustain for 2 years to get the ball rolling😂

Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?
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Comments

  • Strategy 1
    2023-12-06
    Strategy 1
    I am bearish on intel. Negative feedback are cropping up on meteor lake performance and maybe the biggest selling point will be the upgraded gpu component. Overall not convinced yet that intel can be on the top again soon
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