$Intel(INTC)$
I cannot be a semiconductor industry expert in one long weekend but here are my reasons:
(1) I would have been sorry if Intel had planned to divest its foundry business. I do not think that is on the cards at this time. I will sell INTC if they decide to divest the foundry business.
(2) I was not able to uncover any bad news about Intel's fabs in Oregon, Ohio, and Arizona. That was a very positive sign. I am not particularly concerned about the losses in the fab business because it is a very capital-intensive business, and Intel is in the process of rebuilding it.
(3) I expect that Intel will slow down or scrap the work on their fab in Germany. I agree with that decision. It will lead to short term and long-term cost savings
(4) I read a lot of articles that Intel's product division is doing good and has good profit margins. I have not so far investigated if Intel's AI chips are competitive enough or not. But I have not found any evidence that they are far behind.
(5) Intel might divest Altera. I think that is a good idea. It may not fetch them too much money but will allow them to focus on the main business.
(6) Manufacturing is what the US wants to rebuild....
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