Part 1

My view on this report - It can be misleading with certain important points omitted. Further more the report is quite pessimistic.

The reports from bloombergs previously stated that the White House will not support a foreign entity controlling Intel factories , however it also did mention that a Joint Venture between a foreign entity and local US semiconductor entities can be possible. With the 2 companies TSMC and Broadcom in the picture, it fits the above stated which makes the deal possible. There are many variables on how the structure will be like, but I am certain that it will be positive to the value of the shareholders.

Tech Trader: Intel's Future Still Looks Murky. Don't Chase the Stock. -- Barron's

This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Intel shares have surged over the past week on the Trump administration's promise to support domestic chip manufacturing and reports that semiconductor companies are weighing options to purchase parts of Intel.Second, there isn't an easy way to separate Intel's chip manufacturing operations. In 2024, Intel Foundry generated $17.5 billion in revenue, down 7% versus the prior year, while losing $13.4 billion. Financially, it makes little sense for an external buyer to purchase a financial black hole with massive losses that isn't viable on a stand-alone basis. It also doesn't help sentiment about Intel's foundry road map when Michelle Johnston Holthaus, interim co-CEO of Intel and CEO of Intel Products, repeatedly reiterates sh
Tech Trader: Intel's Future Still Looks Murky. Don't Chase the Stock. -- Barron's

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  • gogoooCn
    ·2025-02-25
    Thx for sharing. Very informative
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