Sounds like western propaganda
[QUOTE=Pistons;2879263]Well, it surely is an interesting stock to follow given how multi layered it is.
1. Rearranging of supplychains from East to west through the US chips act, and EU goals of increasing semiconductor production. With added tax benefits. This is in the tens of billions. But mainly because western fabs cost 33% more compared to building fabs in Asia. It is considered national security, so should be a done deal.
1. 1. Environmental protection assessments on new fab locations. Also concerning the competitors tsmc and samsung. (Who will get stalled here?
1. 2 German tax refund issue.
2. Wars, and possible additional wars. Intel has fabs in Israel. While the competitor tsmc has most of their fabs in Taiwan where China is getting closer and closer to an attack. Possibly in the March-may or August window of ocean tides. Red sea bombing by the houti also has a smaller effect on shipping routes.
3. Layoffs in the rnd departement. Should be savings of 2 b a year by 2025. Partially due to AI automation, as well as efficiency. Additional 8 b in other savings by 2025.
4. Push into laptop and smartphone market through new nodes. With a possible take against arm and Qualcomm with the upcomming lunar lake node.
5. Firmware and driver problems in testing with Meteor Lake makes it hard to define how good this new laptop node is. Even if the competitor AMD is in serious lack of software support. Making it hard for them compete with Intel anyway, but shouldn't be ruled out for some segments.
6. Pricing on Gaudi3 compared to Mi300 x and the soon to be launched H200 (March / April). As pricing per compute / watt is what it's all about.
7. Question regarding next gen Arc gpu and how much grounds they have made on Nvidia in particular. They most likely need to add alot of good memory to compete. As well as how fast the push to get away from cuda cores are moving. Google is apparently also working on this, as well as others, since cuda cores are not versatile enough, and Intel should gain by a helping hand here.
8. ASML delivery of high-NA EUV.
9. New node timeframe after 18 A. Tsmc just talked about an 14 A node. Pat has to do the same next month.
10. Sale of a smaller company, as well as a few ongoing court cases of old NXP patents now owned by an arab investment company.
11. Future market prediction in all segments. Black Swan events of new markets like humanood robotics etc could influence this.[/QUOTE]When you judge, then take time and listen to both side.
And not just one side.