$Intel (INTC.US)$$Taiwan Semiconductor (TSM.US)$

MomentumPython1337 : it's because Intel's management fucked it up big time

they were complacent and let the taiwanese take over their competitive edge

you can't expect to be incompetent as fuck and then expect to get away with it

ETONA : maybe because of this, intel may produce its own chip?

MomentumPython1337 : trump is just saying this because he needs to keep his protectionism narrative. he's all about spurring infrastructure and domestic production.

摸鱼 OP MomentumPython1337 : Yeah Intel miss out on AI boom and late to the game, but foundry business still a relative new player

摸鱼 OP ETONA : Yeah trying to catch up with new EUV machine

ETONA 摸鱼 OP : as i said it's time to change CEO if this moment isnt good enough.
i mean why bother with taiwan chip?
make own local chip and take taiwan as competitor
business without competitor

摸鱼 OP ETONA : Intel foundry is doing that, just that it still losing money in previous quarter earnings

ETONA 摸鱼 OP : yep
let us use cheat code
"come to papa"

ETONA : btw out there are panic selling $Taiwan Semiconductor (TSM.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$

摸鱼 OP ETONA : Yeah all chip stock is down due to $ASML Holding (ASML.US)$