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Technology Stocks : Semi Equipment Analysis

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To: Sam who wrote (94992)	9/2/2025 1:23:19 PM
From: Elroy	Read Replies (1) of 95378

handing over Intel's remaining crown jewelsits NAND intellectual property, R&D muscle, and key engineering teams. Your description is a bit too positive for me. My understanding is this Intel NAND division never made money and couldn't beat the Korean NAND makers, so they gave up. The crown jewel for Intel was the ability design the best 486 processors, and also to fabricate them internally at the leading edge of fabrication technology. The data center market has moved away from 486 and toward NVDA's GPU/AI chips as core chips, and Intel isn't able to fabricate the now legacy product 486 processors as well as AMD/TSMC. Intel is a very troubled company, that's been clear for about a decade. I don't see how they turn it around since the key point (AI data centers don't have 486 processors as the key chip, they're built on GPU/AI accelerator chips) is out of their control.

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