Looking more into Intel's announcement today

来源: 三心三意 于 2024-12-02 15:51:43 [] [旧帖] [给我悄悄话] 阅读数 : (269 bytes)
本帖于 2024-12-02 17:36:46 时间, 由普通用户 三心三意 编辑

It seems that this is a net-positive news to TSM as Intel now clearly plans to de-emphasize its foundry business. Whatever the outcome or the new CEO, TSM is now the only dominate player in the entire semi industry in terms of foundry and manufacture for chips

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• Will QUALCOMM buy Intel's foundry? -BrightLine- ♂ 给 BrightLine 发送悄悄话 (0 bytes) () 12/02/2024 postreply 15:56:57

• Maybe, but QCOM stock will drop for sure -三心三意- ♂ 给 三心三意 发送悄悄话 (128 bytes) () 12/02/2024 postreply 15:59:01

• Anyone see any other good investment opportunity here? -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 12/02/2024 postreply 16:00:47

• what about this? see inside.... -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (126 bytes) () 12/02/2024 postreply 16:04:30

• Not sure they benefit from Intel's exit from Foundary -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 12/02/2024 postreply 16:13:00

• It was b4 Intel's saga. Need to spot those stocks that -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (39 bytes) () 12/02/2024 postreply 16:23:58

• Guess the bet is still on PLTR, for the foreseeable future. -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (0 bytes) () 12/02/2024 postreply 16:28:11

• CFO代理，这种公司，要大裁人的，养了太多不做事的闲人，现在都开始卖地了 -start2020- ♀ 给 start2020 发送悄悄话 start2020 的博客首页 (0 bytes) () 12/02/2024 postreply 16:04:58

• oh, I see. That’s why TSM went up a lot. -adasanjose- ♂ 给 adasanjose 发送悄悄话 (0 bytes) () 12/02/2024 postreply 17:17:00

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