Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wolf who wrote (195266)	8/19/2025 8:42:13 AM
From: Bill Wolf	1 Recommendation Recommended By Dr. John Read Replies (1) \| Respond to of 197016

Intel Stock Gains After Softbank Makes $2 Billion Investment. Why It’s a Big Deal for the Beleaguered Chip Maker. By Liz Moyer and Adam Clark Updated Aug 19, 2025, 8:05 am EDT / Original Aug 18, 2025, 8:01 pm EDT Intel announced a $2 billion investment in the chip maker, giving the stock a boost after a large decline on Monday. SoftBank will buy Intel shares at $23 each, a slight discount to Intel’s $23.66 closing price on Monday. The move could be seen as a vote of confidence for Intel, which has been playing catch-up in an industry that has chased the artificial intelligence boom. Intel stock rose 6.3% in premarket trading on Tuesday. Apart from the money, the most important aspect of the investment is it could bring a major customer for Intel’s chip-manufacturing operations—SoftBank is the majority owner of chip-design firm Arm Holdings. Arm does most of its business licensing its designs for handsets, but it is aiming to make its own chips as soon as this year, according to multiple reports. Intel desperately needs the validation of a major external customer choosing to manufacture semiconductors using either its newest 18A process or its future 14A process. SoftBank CEO Masayoshi Son said, “This strategic investment reflects our belief that advanced semiconductor manufacturing and supply will further expand in the United States, with Intel playing a critical role.” The announcement of the SoftBank investment also comes amid reports that Intel was talking to the Trump administration about the government taking a stake in the company of up to 10%. The Wall Street Journal reported Intel could convert some of the billions of dollars it is set to receive from the 2022 Chips and Science Act and convert that to equity. Those reports caused Intel stock to drop 3.7% on Monday. On the investment from SoftBank, Intel CEO Lip-Bu Tan said, “We are very pleased to deepen our relationship with SoftBank, a company that’s at the forefront of so many areas of emerging technology and innovation and shares our commitment to advancing U.S. technology and manufacturing leadership.” Tan thanked SoftBank founder Masayoshi Son for “the confidence he has placed in Intel with this investment.” Write to Liz Moyer at liz.moyer@barrons.com

To: Bill Wolf who wrote (195266)	8/19/2025 1:24:58 PM
From: Jim Mullens	2 Recommendations Recommended By GR8FORM John Hayman Read Replies (1) \| Respond to of 197016

Bill, re: SoftBank set to rescue Intel............................................................. Also a piece in the WSJ today -- Snip>>>>> Tan told investors in the same call that he won’t commit major capital spending to Intel’s next process—called 14A—without commitments from external customers. That was widely seen as Tan drawing a line in the sand—a line by which he would determine whether to keep Intel in the business of manufacturing chips. >>>>>>>>>>>>>>>>>>>>>> Exactly Which of the major TSMC customers are going to comit big bucks to INTC ? NVDA? BRCM? AAPL? QCOM?