$Intel (INTC.US)$ Why would building a factory lead to an in...

AC常规操作 : Price hike before the financial report

收米仙人 : Prove that the cash flow is fine.

amd支持者 OP 收米仙人 : Hmm, I can still accept this explanation... I just don't understand why they would sell the factory when losing money and then build a new one without the necessary technology.

收米仙人 amd支持者 OP : Selling the factory is for financing, not for spin off. The usa government needs high-end semiconductor manufacturing to return to the United States. Unless a replacement can be found, otherwise Intel will not have any issues.

amd支持者 OP 收米仙人 : But all high-end manufacturing is moving towards taiwan semiconductor, they have no technology or orders and can only continue to lose money... Why not sell and give up... Unless there is innovative technology, isn't it better to invest more in factories?

AC常规操作 : The stock price dropped after the earnings report rose.

收米仙人 amd支持者 OP : Referencing the Japan-USA semiconductor agreement, at that time Japanese technology was also more advanced than that of the USA. The only difference now is that the USA is overly reliant on Taiwan Semiconductor and has no alternative, making direct sanctions impossible. Pressure can only be gradually applied once the USA has sufficient domestic production capacity. This is also why the USA has the Chip Act to support local semiconductor production, including bringing in Samsung and Taiwan Semiconductor. In simple terms, semiconductor manufacturing is crucial, and Taiwan Semiconductor is not an American company.

71179109 amd支持者 OP : indiaCEOIf you don't do something, how can you show the so-called determination for reform?