Really hope you're right! I will hang on to my INTC and might add some after those news. A big remaining variable is now how Musk/Trump will react to any serious attempt to right the ship at Intel. They currently seem to be more intent on burning anything related to the Chips Act to the ground than actually preserving the only remaining advanced foundry that is based in the US. I hope they realize that Biden's big mistake wasn't the Chips Act itself, but not moving fast and bold enough. Guess we'll find out soon. As an aside, that very recent announcement by TSMC carefully avoided any commitment to also locate TSMC's most advanced manufacturing node in the US. AFAIK, TSMC is actually forbidden by Taiwanese law to locate their most advanced node anywhere else but in Taiwan (silicon shield).
When pat was fired you made a meme about how people pumped up intel then realized it changes nothing. Don’t you think it’s the same thing here? New ceo doesn’t change anything, the board is still there.
Foundry must be rescued. On a different topic, whenever you have a chance, can you have a look at the Deepseek Fire Flyier-File System, and if you consider this may affect the demand of HBM?
2) He is not from Intel. That could be a plus, since he can come with a fresh point of view and not be beholden to the culture, but that also means he has a very steep learning curve, and Intel doesn't have a lot of time.
Maybe Intel problems right now are not Tech problems, maybe Intel just needs a good manager, like Apple or Amazon.
Really hope you're right! I will hang on to my INTC and might add some after those news. A big remaining variable is now how Musk/Trump will react to any serious attempt to right the ship at Intel. They currently seem to be more intent on burning anything related to the Chips Act to the ground than actually preserving the only remaining advanced foundry that is based in the US. I hope they realize that Biden's big mistake wasn't the Chips Act itself, but not moving fast and bold enough. Guess we'll find out soon. As an aside, that very recent announcement by TSMC carefully avoided any commitment to also locate TSMC's most advanced manufacturing node in the US. AFAIK, TSMC is actually forbidden by Taiwanese law to locate their most advanced node anywhere else but in Taiwan (silicon shield).
When pat was fired you made a meme about how people pumped up intel then realized it changes nothing. Don’t you think it’s the same thing here? New ceo doesn’t change anything, the board is still there.
Foundry must be rescued. On a different topic, whenever you have a chance, can you have a look at the Deepseek Fire Flyier-File System, and if you consider this may affect the demand of HBM?
https://www.marktechpost.com/2025/02/28/deepseek-ai-releases-fire-flyer-file-system-3fs-a-high-performance-distributed-file-system-designed-to-address-the-challenges-of-ai-training-and-inference-workload/
I sure hope you are right, but:
1) He is not a tech guy. He founded a VC.
2) He is not from Intel. That could be a plus, since he can come with a fresh point of view and not be beholden to the culture, but that also means he has a very steep learning curve, and Intel doesn't have a lot of time.
Maybe Intel problems right now are not Tech problems, maybe Intel just needs a good manager, like Apple or Amazon.
Isn’t he likely to break up the company? He has too much experience with Mergers and Acquisitions for my taste