Lio23
2025-02-22

Part 3

With regard to the Anti Trust laws, if TSMC invest under 20% into Intel, it can circumvent such a law. My point is there are many variable on the M&A structure, but more importantly, it is the Direction of the USA to save Intel and when the nation is behind the company, there is alot of hope.

 

Lastly I would also like to point out that if the direction is for Intel to go through a M&A procedure, it will not make a lot of sense for any good CEO to join the company. It is like joining a company and preparing to be on the chopping board. The current interim CEO whom is also the CFO for Intel can do the job very well as that is more of the CFO’s job to oversee M&As.

After the M&A is completed or finalised, the newly formed entity can hire a good CEO. 

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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • Options777
    ·2025-02-25
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    agree with this, but I think any actual news of M/A will probably come only in Q4 even the intricacies. meaning another 2 rounds of earnings that will likely push the price down. probably starting a DCA position is good but not anything sizeable yet
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