tony67
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$Super Micro Computer (SMCI.US)$ if this goes down, it will pull NVidia along as they are NVDIA customer.
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Qualcomm's acquisition of intc's CPU design business means that Qualcomm will become the absolute leader in mobile CPU and computer CPU. Intc will become a 100% chip manufacturing outsourcing company (similar to Taiwan Semiconductor's business). This way, intc's previous competitors can unreservedly let intc manufacture chips, which also aligns with the USA's semiconductor global strategy's greatest interest.
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tony67
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Nvidia will definitely let Intel produce chips for the 18A. After all, Taiwan Semiconductor's orders have been delayed for too long. Moreover, the US government has always encouraged American companies to turn to Intel for outsourcing. Based on the two announcements today, it can basically be determined that there are no issues with the 18A and it can be produced on a large scale.
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Following Microsoft, Amazon also signed a custom chip outsourcing agreement with Intel today.
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tony67
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In the USA, if Intel doesn't make chips, who else has the ability to make chips? Currently, Intel is short of money and the cost of building a wafer factory is too high. Intel is now hoping that the behind-the-scenes financial consortium of the US government will acquire Intel, making the government consortium the largest shareholder of Intel. They want to manufacture chips like China, using the power of the whole country.
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Even if Intel wants to give up chip forging industry, the US government will not allow Intel to stop making chips. There will definitely be bullish policies towards Intel after the election.
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tony67 : It is important to distinguish between primary and secondary, nvidia is essential for super micro computers. Nvidia gets to enjoy the meat, while the supporting role below can only drink the soup. If the supporting character's own soup bowl has a hole, what does it have to do with nvidia?
tony67 102180832 : Supporting roles will always be supporting roles, there are plenty of supporting role companies. Isn't Dell better than AMD? At least Dell is a reputable company.