SullivanRrr
05-15 06:07

$Intel(INTC)$  Here's a hypothetical worst-case bearish scenario: Intel Foundry fails and shuts down. That leaves only a duopoly for advanced nodes: TSMC and Samsung. TSMC capacities are already over-constrained, coupled with persistent geopolitical concerns. Samsung offers an alternative foundry, but extended worker strikes and disruptions are wreaking havoc on its fab production. This uncertainty, instability, and near-monopoly pose serious risks to the entire world, not just the U.S. markets. Consumer electronics—laptops, phones, TVs, appliances, cars, etc.—would see prices skyrocket. Military and secret electronics, drones, fighter jets, submarines, radars, satellites, GPS-guided weapons, communications devices, etc., would be in extreme danger. Therefore, failure for Intel Foundry is not an option; it's crucial for national security and consumer protection. Honestly, in the grand scheme of things, my concern is less about a potential investment loss in Intel and more about the broader implications.

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