Looking more into Intel's announcement today

It seems that this is a net-positive news to TSM as Intel now clearly plans to de-emphasize its foundry business. Whatever the outcome or the new CEO, TSM is now the only dominate player in the entire semi industry in terms of foundry and manufacture for chips

所有跟帖： 

• Will QUALCOMM buy Intel's foundry? -BrightLine- ♂ (0 bytes) () 12/02/2024 postreply 15:56:57

• Maybe, but QCOM stock will drop for sure -三心三意- ♂ (128 bytes) () 12/02/2024 postreply 15:59:01

• Anyone see any other good investment opportunity here? -三心三意- ♂ (0 bytes) () 12/02/2024 postreply 16:00:47

• what about this? see inside.... -越挫越勇2- ♂ (126 bytes) () 12/02/2024 postreply 16:04:30

• Not sure they benefit from Intel's exit from Foundary -三心三意- ♂ (0 bytes) () 12/02/2024 postreply 16:13:00

• It was b4 Intel's saga. Need to spot those stocks that -越挫越勇2- ♂ (39 bytes) () 12/02/2024 postreply 16:23:58

• Guess the bet is still on PLTR, for the foreseeable future. -越挫越勇2- ♂ (0 bytes) () 12/02/2024 postreply 16:28:11

• CFO代理，這種公司，要大裁人的，養了太多不做事的閑人，現在都開始賣地了 -start2020- ♀ (0 bytes) () 12/02/2024 postreply 16:04:58

• oh, I see. That’s why TSM went up a lot. -adasanjose- ♂ (0 bytes) () 12/02/2024 postreply 17:17:00