INTC: What's Going on Next?

$Intel(INTC)$ $NVIDIA Corp(NVDA)$ may buy Intel or the foundry.....

1) Without acquisition Intel could disappear.

2) the Gov sees domestic chip production for high end chips (Nvidia) as national security.

Nvidia would be more likely to buy Intel Foundry Services, with Intel going fabless and being a big time customer. Intel Foundries could represent a growth opportunity or just a cost cutting measure. But they could probably get an x86 license out of the deal, if they wanted one.

Nvidia wouldn't be able to buy $Advanced Micro Devices(AMD)$ , same issues as with $ARM Holdings Ltd(ARM)$ . With Intel though you grab lots of nice IP, manufacturing capabilities the ability to compete completely with AMD and smash out Strix Halo type products and compete in the console space as well. Might be a bit messy at first but honestly this is a no brainer for Nvidia at this point in the game.[Grin][Grin][Grin]

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":345159745761280,"tweetId":"345159745761280","gmtCreate":1725290582204,"gmtModify":1725290603071,"author":{"id":3479274787705598,"idStr":"3479274787705598","authorId":3479274787705598,"authorIdStr":"3479274787705598","name":"longlive100","avatar":"https://static.tigerbbs.com/8a6d90cbff3ceab2e34f58c7b8e0271f","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":368,"starInvestorFlag":false},"themes":[{"themeId":"d8920357bb7e4b278997e831493a942a","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AI Companies and Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d8920357bb7e4b278997e831493a942a}&rnconfig={\"headerBarHidden\": true}","description":"AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[],"coverImages":[],"title":"INTC: What's Going on Next?","html":"<html><head></head><body> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> may buy Intel or the foundry..... 1) Without acquisition Intel could disappear. 2) the Gov sees domestic chip production for high end chips (Nvidia) as national security. Nvidia would be more likely to buy Intel Foundry Services, with Intel going fabless and being a big time customer. Intel Foundries could represent a growth opportunity or just a cost cutting measure. But they could probably get an x86 license out of the deal, if they wanted one. Nvidia wouldn't be able to buy <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> , same issues as with <a data-mention-id=\"ARM\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings Ltd\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> . With Intel though you grab lots of nice IP, manufacturing capabilities the ability to compete completely with AMD and smash out Strix Halo type products and compete in the console space as well. Might be a bit messy at first but honestly this is a no brainer for Nvidia at this point in the game.[Grin][Grin][Grin]</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> may buy Intel or the foundry..... 1) Without acquisition Intel could disappear. 2) the Gov sees domestic chip production for high end chips (Nvidia) as national security. Nvidia would be more likely to buy Intel Foundry Services, with Intel going fabless and being a big time customer. Intel Foundries could represent a growth opportunity or just a cost cutting measure. But they could probably get an x86 license out of the deal, if they wanted one. Nvidia wouldn't be able to buy <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> , same issues as with <a data-mention-id=\"ARM\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings Ltd\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> . With Intel though you grab lots of nice IP, manufacturing capabilities the ability to compete completely with AMD and smash out Strix Halo type products and compete in the console space as well. Might be a bit messy at first but honestly this is a no brainer for Nvidia at this point in the game.[Grin][Grin][Grin]</body></html>","text":"$Intel(INTC)$ $NVIDIA Corp(NVDA)$ may buy Intel or the foundry..... 1) Without acquisition Intel could disappear. 2) the Gov sees domestic chip production for high end chips (Nvidia) as national security. Nvidia would be more likely to buy Intel Foundry Services, with Intel going fabless and being a big time customer. Intel Foundries could represent a growth opportunity or just a cost cutting measure. But they could probably get an x86 license out of the deal, if they wanted one. Nvidia wouldn't be able to buy $Advanced Micro Devices(AMD)$ , same issues as with $ARM Holdings Ltd(ARM)$ . With Intel though you grab lots of nice IP, manufacturing capabilities the ability to compete completely with AMD and smash out Strix Halo type products and compete in the console space as well. Might be a bit messy at first but honestly this is a no brainer for Nvidia at this point in the game.[Grin][Grin][Grin]","highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/345159745761280","repostId":0,"isVote":1,"tweetType":1,"viewCount":190,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","INTC","ARM","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":757,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/345159745761280"}