Aktien Stammtisch

@Aktien_Stammtisch

1Wk·

• Intel $INTC (+1.8%) says it will use TSMC short-term if it delivers better products, calling $TSM (+0.43%) the "benchmark for what's expected in the industry.
• INTEL $INTC CFO SAYS WILL SELL MORE OF MOBILEYE $MBLY STAKE OVER TIME; AND PLANS TO ULTIMATELTY TAKE ALTERA PUBLIC
• Intel $INTC Exec Says Company Will Invest More in Products Under New Leadership; Stresses Need for Better ROI on Prior Investments – Barclays Conference.

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Luca H.@LMHNK

1Wk

2022: We continue to expand $INTC Foundry and become a competitor to TSMC. We will produce chips for others...

2024: TSMC will produce something for a little...

Long-term strategy 👍 Great company 👍

PS: Of course you can change the strategy. Personally, I saw good opportunities for Intel in the foundry sector.

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