SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (88963)9/9/2022 10:21:10 AM
From: Kirk ©1 Recommendation

Recommended By
oldbeachlvr

  Respond to of 95427
 
I didn't get an article, just a video which I don't watch... you often end up wasting valuable minutes to learn nothing which is why I prefer reading where I can skim for the meat.



To: Return to Sender who wrote (88963)9/9/2022 11:57:21 AM
From: Elroy  Read Replies (1) | Respond to of 95427
 
Intel's management recently said Q2 and Q3 were the bottom, and growth should begin in Q4.

Anyone have a positive view of Intel's stock? I don't follow them that closely, but it seems to me that they've got the double whammy of 1- losing share to AMD as AMD's useage of TSMC puts AMD ahead of Intel in the line width / advanced processing curve, and 2- Intel is going to spend a lot of billions of USD to build foundries in the US, and that seems risky (what if their foundries come on line with line width technology behind TSMC's then current line width technology?

Those two things keep me away from investing in Intel.