The AI Bubble is bursting 👀And yes, AI is here to stay, and yes it will have a lasting and significant impact - especially in the longer run.But history shows time and again that downturns are not kind to emerging technologies... when confidence gets rattled, funding comes into question, and focus goes hard on every cost and only immediate revenue it's the projects and investments that can't give those questions a good answer that get cut first (or at least put in the freezer)Just part of the overall unintended consequences, and also a coming full circle of some wild market movements like that in the chart below. $VanEck Semiconductor ETF(SMH)$$NVIDIA(NVDA)$$Advanced
$Intel(INTC)$$Taiwan Semiconductor Manufacturing(TSM)$ Intel + Tsmc deal makes sense in a lot of ways.Intel has capacity and Tsmc has know-how.Whatever agreement is reached will be mutually beneficial.Pat had a ton of charisma and Intel had a ton of reputation but it is a new day.The minds driving these products are ,maybe,the most intelligent on the planet.Take the help,Intel.AI is too important
Trump’s Tariff Gambit: How Japan, Korea, Taiwan, and Malaysia Navigate the Semiconductor Storm
On April 2, 2025, U.S. President Donald Trump signed an executive order imposing steep tariffs on imports, targeting key semiconductor supply chain nations: Taiwan (32%), South Korea (25%), Japan (24%), and Malaysia (24%). Effective April 5, these measures signal a return to Trump’s “America First” trade strategy, aiming to pressure Asian economies into concessions while bolstering U.S. manufacturing. For the semiconductor industry—a global oligopoly dominated by U.S. design giants like AMD and NVIDIA, yet reliant on Asian production—the stakes are immense. This article examines how these four nations might respond, the potential impact on the chip sector, and early indicators of their strategies, such as the Intel-TSMC joint venture. Trump’s High-Stakes Bet: Maximum Pressure Trump’s tarif
$Advanced Micro Devices(AMD)$AMD Captures Nearly 80% Of CPU Market According To March Amazon US Stats: Generates Five Times More Revenue Than Intel $Intel(INTC)$ . AMD's been flexing its muscles in the AI arena, and it's catching some serious attention. Northland analyst Gus Richard is singing AMD's praises, tagging it as a 'top pick for 2025' with a price target of $175—talk about aiming high! The buzz is all about AMD's MI325X GPU, which is set to go head-to-head with $NVIDIA(NVDA)$ Nvidia's H200. With AI being the talk of the town, AMD's making moves that could seriously pay off.
$Intel(INTC)$Many companies are eager to do business with Intel USA. Intel is a semiconductor giant, with its processors widely used in PCs, servers, and emerging technologies like AI. The company’s strong R&D capabilities drive continuous innovation. Also, its strategic partnerships ensure broader market reach. Given Intel’s robust position, it’s a go - to choice. Buy and hold Intel USA!
$Intel(INTC)$ I gotta say, this 32% tariff on Taiwan is a game-changer, and it's huge for Intel. I've been saying for a while that Intel’s decision to build more foundries in the U.S. was a smart move, but now with these tariffs, it’s even more solid. With the insane chip demand and the supply chain chaos, Intel is in the perfect spot to capitalize on this. Their Intel Foundry Services (IFS) are the real deal now, and it feels like a fresh start for the company which would propel the stock.
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.