Intc advantage is it’s full stack manufacturing: the foundries.
$Intel(INTC.US$ $Taiwan Semiconductor(TSM.US$ Tsm set to hike chip price by 20%. perfectly fine inflation example. all companies that depends on tsm for their chips wil enjoy a drop in profit margin. with intc building more foundries, they too probably will need to hike it’s price to offset the investments. But one thing for certain, just like tsm, intc will benefit from economics of scale. intc chips will definitely be cheaper than competitors since there’s no middleman to take a cut. I do hope intc pull it off. it’s will be fun to see intc chips a lot cheaper and the performance better than competitors. I write on intc only because it’s undervalued. Ever since the new ceo Pat Gelsinger comes on board, I see the light that intc is in the midst of making a paradigm shift. He’s shaking up those sleepy exec who stuck to old gen tech and old ways of doing things. intc needs innovators and not those guys who stuck to old ”core competencies”. intc should set its priorities right. Is it an innovative company or just some manufacturing company who happens to did tech for a long time. The ceos were mba or finance background. Their best moves will never be a tech innovation. with Pat in house, hell yeah he knows his priorities. Daniel Loeb knows his priorities too in getting Pat into intc. Thanks Daniel Loeb. Can’t wait for the future to happen. I want a chip price war! I want a benchmark war! finally those are going to happen!
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patricklowck123 : The price simply can't move up, any idea why?
moonshades OP : market does how it want ive no idea. I can sound out my thoughts. recent news of sales in q2 by hedge funds probably paint a picture of capital flight. Competitions had for the whole week had all the great news coming out, the sights for wall streets is always myopic and focused on news. intc had no news at all. And no one is talking about how good or bad intc new chips are (its very good). So.. idle up and await the benchmark news to hit consumers. By next year, intc should be able to gain some market shares.
牛转钱坤 patricklowck123 : No reason, TSMC is so steady and slow