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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 9:30 AM EST
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From: sbfm8/25/2025 3:35:52 PM
   of 197001
 
Samsung Reportedly Looking to Partner With Intel in the Chip Industry to Leverage President Trump's 'Personal Support' for Team Blue share.google

"More importantly, since Intel is looking to license its glass substrate technology, Samsung could also play a role in this by producing end solutions for Team Blue, ultimately allowing both firms to leverage the packaging technology.

For now, Samsung's chances of adopting Intel's processes, such as the 18A, are slim, considering it all depends on how the node works out for Team Blue's internal products like Panther Lake. Moreover, given that the Korean giant is looking to produce up to 2nm nodes at its Taylor facility, there would be a conflict of interest in sourcing chips from Intel. However, a strategic partnership could still help Intel in many ways and allow the South Korean delegation to secure a better deal."

What happens when, as a condition of doing business in the US, Samsung is forced/agrees to license its nodes to INTC? (Shades of China to old timers.) After all, even if it has a factory here, SAMSUNG is still a SK company. (And the current government just attacked SK as a bad place to do business. CNBC International on X: "Trump questions whether U.S. can 'do business' in South Korea ahead of president's visit t.co; / X share.google
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