| To: FJB who wrote (186851) | 8/6/2022 11:45:02 AM | | From: 60HzEE | | | | Market caps a-plenty above INTC:
NVDA $454B
AVGO $216B
TXN $164B
QCOM $163B
AMD $153B
All above INTC at $149B
All from most recent Reuters/Verus Market Cap figures. Only $4B below AMD, at least so far, as of their August 5th data.
And, two of the above, at least, are “dry fabs.” No benefit whatsoever from investment tax credits from the Chips Act. Nice way to address what truly was and is necessary for US national security: More onshore fabs.
And, INTC will get a whopping share, but not AMD nor QCOM.
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| To: 60HzEE who wrote (186852) | 8/6/2022 11:47:49 AM | | From: FJB | | | | | Chips Act is the only welfare our government passed that I didn't hate. We threw $ trillions at a fake pandemic. Might as well throw more Chinese money at something we need... Our government is basically bankrupt anyway. The people that lent them money are the losers... Fiat currency is about to crack. .223 rounds hitting a buck a pop some day soon. |
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| To: 60HzEE who wrote (186852) | 8/6/2022 12:48:39 PM | | From: FJB | | | | On the bright side, at least Intel is very diverse now. LOL Those bad white males have really been put in their place.
Disney Corp. might be a view into Intel's future. Woke companies never seem to change course, they double down into self destruction.
They should have some nuts and go crazy with a new RISC V design. |
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| To: FJB who wrote (186854) | 8/6/2022 1:25:21 PM | | From: 60HzEE | | | | I rather doubt that INTC is another IBM, let alone a cartoon company on steroids. It has plenty of patents and developments to outshine dry fabs, albeit down the road. Did Pelosi's trip wake up anyone here to the vulnerability of offshore manufacturing? If not, it should have.
Perhaps what you said is more applicable to VC firms these days. I won't mention any popular Valley names, but their batting averages haven't been so good, lately.
We just are getting away from the massive damage done by a former, bigoted national leader who wanted to and did scare plenty of very talented folks away from America's promise. Hopefully, that damage will be fixed and the perpetrator will very soon wear orange. And no, not orange face paint. |
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| To: 60HzEE who wrote (186855) | 8/6/2022 1:29:01 PM | | From: FJB | | | | It would have been nice if Intel had maintained their competence in process tech. I can't tell if they are in 3rd, 4th or whatever place now.
Andy Grove would not have let it get to this point. He is spinning at 10,000 rpm in his grave at what happened. |
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| To: FJB who wrote (186856) | 8/6/2022 2:37:15 PM | | From: waitwatchwander | | | | Many have failed chasing the wireless dream. It's tough as is reducing process node. Power, performance is most complex especially when playing it out in digital and analog nodes. Optimization across the boundaries of one's domain matters.
AMD, Apple, Samsung, TI, GF all played around Intel. Non have yet to fully succeed either. They too have their moments, coming and going.
TSMC did their thing really well, focused and working with the best of the best
Intel collected baggage. |
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| To: waitwatchwander who wrote (186857) | 8/6/2022 2:42:29 PM | | From: FJB | | | | NOPE. Samsung does a million more things than Intel, and surpassed them in process tech.
Intel's failure was one of culture. WOKE == BROKE
Shemales are notoriously bad at engineering. lol |
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| From: greg s | 8/23/2022 9:33:22 AM | | | | | | SANTA CLARA, Calif., Aug. 23, 2022 – Intel Corporation today announced a first-of-its-kind Semiconductor Co-Investment Program (SCIP) that introduces a new funding model to the capital-intensive semiconductor industry. As part of its program, Intel has signed a definitive agreement with the infrastructure affiliate of Brookfield Asset Management, one of the largest global alternative asset managers, which will provide Intel with a new, expanded pool of capital for manufacturing build-outs.
SCIP is a key element of Intel’s Smart Capital approach, which aims to provide innovative ways to fund growth while creating further financial flexibility to accelerate the company’s IDM 2.0 strategy. Intel’s agreement with Brookfield follows the two companies’ memorandum of understanding announced in February 2022. Under the terms of the agreement, the companies will jointly invest up to $30 billion in Intel’s previously announced manufacturing expansion at its Ocotillo campus in Chandler, Arizona, with Intel funding 51% and Brookfield funding 49% of the total project cost. Intel will retain majority ownership and operating control of the two new leading-edge chip factories in Chandler, which will support long-term demand for Intel’s products and provide capacity for Intel Foundry Services (IFS) customers. The transaction with Brookfield is expected to close by the end of 2022, subject to customary closing conditions.
More …..
intel.com |
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