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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.30-0.5%3:59 PM EST
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To: Doug M. who wrote (195580)9/10/2025 12:56:49 PM
From: Elroy  Read Replies (1) of 196917
 
Intel is in a similar position as GE was back in 2019 or so

Well, to play devil's advocate.

Industrial equipment and semiconductor fabrication are very different.

GE Verona appears to sell a component that goes into a system, and the systems are growing strongly so yeah, GE Verona's equipment is in high demand. Super duper.

Intel is trying to compete with TSMC in making semiconductor factories. Entire factories, not just a component in that factory. Historically making semiconductor factories is......

1 Very capital intensive
2 The leading edge factory maker gets much more profit than the followers
3 The Asian business model is to pursue market share as aggressively as possible, so that your trailing competitors cannot make any money in last year's technology, and develop the new leading edge as quickly as possible to that your competitors cannot leapfrog you and become themselves leaders.
4 Due to all of these, everyone other than the dominant company (now TSMC) gives up and stops spending money on capital equipment because they can't catch up and pass TSMC and they can't make any money being 1-3 years behind TSMC.

So how does Intel today overcome those things, in the way that GE sold some nice turbines into an expanding natural gas industry which needed turbines?
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