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Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
Roland Of Gilead Intel seem to be getting a lot of things right at the moment. A couple of big deals, that could really get them back. Interesting to see how the next year or two pan out. They have some good products in the pipeline. Reply
JRStern Roland Of Gilead said: Intel seem to be getting a lot of things right at the moment. A couple of big deals, that could really get them back. Interesting to see how the next year or two pan out. They have some good products in the pipeline. Yes but it's been OMG since they got any new stuff to really fly. Say it all works, do they have the capacity to do this packaging/foundry work? Or do they roll out another couple of billion dollars in capex hoping the business is still there when the capacity comes online? Reply
Dntknwitall Here come the scummy deals. Would somebody already put a stop to these memory hording for cash or backdoor deals and the price fixing already. The market is going to crash so hard the stock market is going to crumble like the twin towers did. This is just getting disgusting. Reply
Roland Of Gilead JRStern said: Yes but it's been OMG since they got any new stuff to really fly. Say it all works, do they have the capacity to do this packaging/foundry work? Or do they roll out another couple of billion dollars in capex hoping the business is still there when the capacity comes online? Well Foveros is a thing, in terms of packaging, and they are expanding the foundry clients at a fair clip. So they must still have some space It will really come down to execution, which IMO has been lacking the last gen or two. Still, this can only help consumers in the long run. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/sk-hynix-shares-surge-to-all-time-high-on-reports-of-intel-emib-partnership#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.