Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]
In this episode of Business Breakdowns, Todd Austin from Parnassus Investments discusses the decline of Intel, including its loss of market share...
286 Views
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...
196 Views
Episode 55: Intel IFS Economics and Last Fabs Standing
TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation
175 Views
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...
214 Views