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Reading the whole piece, it appears to be a transparent pretext to bash President Trump, and nothing more. Intel's latest great leap attempt had already failed and had Intel turned to TSMC, not the other way around.

1 posted on 02/21/2025 9:15:01 AM PST by SunkenCiv
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To: SunkenCiv

Intel’s share price is pretty low at the moment. Potential for recovery? World is going to need a lot of chips over the next few years and AMD, Nvidia and TSMC aren’t going to be able to supply all of the demand by themselves.


3 posted on 02/21/2025 9:19:09 AM PST by sinsofsolarempirefan
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To: SunkenCiv

When he looked at the value of his stock options he changed his mind.


4 posted on 02/21/2025 9:28:37 AM PST by monkeyshine (live and let live is dead)
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To: SunkenCiv

Where is Intel going to go?

They have nothing in
phones.
tablets.
Internet of Things (IoT).

The chips run hot, using up too much juice for massive parallel processing (smaller number of customers, but massive sales per customer).

They cannot compete in ARM’s space. Apple has quietly but forcefully moved them out of Macs. nVidia aces them out for specialty high-end boutique processing power and high-markup chips. AMD is the preferred platform for gamers these days.

That leaves enterprise/workgroup servers, old school Windows (and some Linux) desktops, some laptops. All of which are vulnerable to AMD.

I personally prefer Intel for my desktop, because I prefer the chipsets, but my once a decade SuperMicro purchase isn’t going to keep them afloat.

They were here once before, in the early 2000s, when they couldn’t make a laptop processor with power but without over-heating, and the Pentium line was under-performing, and they bet on RAMBUS and Itanium.

The Israeli-developed Core2Duo line saved the bacon. This time, I don’t see anything to save them. Too many attacks from too many sectors.


5 posted on 02/21/2025 10:20:24 AM PST by Dr. Sivana ("Whatsoever he shall say to you, do ye." (John 2:5))
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To: SunkenCiv

Pft!

Who listens to engineers!?


7 posted on 02/21/2025 10:33:40 AM PST by griffin (When you have to shoot, SHOOT; don't talk. -Tuco)
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To: SunkenCiv

“Taiwan Semiconductor Manufacturing Company” Limited - TSMC

TSMC has been the world’s dedicated semiconductor foundry since 1987


9 posted on 02/21/2025 11:37:32 AM PST by Texas Fossil (Texas is not about where you were born, but a Free State of Heart, Mind and Attitude.)
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To: SunkenCiv

I’ve had a year playing with the Intel3 process.
They are WAY behind the competition!


11 posted on 02/21/2025 11:56:21 AM PST by Zathras
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To: SunkenCiv

Seems pretty obvious why the post was deleted. It could be a securities law violation.


16 posted on 02/21/2025 8:29:05 PM PST by Brilliant
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To: SunkenCiv
Boeing blames Airbus and Trump.

17 posted on 02/21/2025 8:32:35 PM PST by linMcHlp
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