2Semana·

+++Why is Nvidia investing in Intel?+++

My thesis:

In a Taiwan/China conflict, Trump would never support Taiwan and therefore $2330 (TSMC) would be doomed, which is why the government recently invested $9 billion in $INTC (-0,47%) invested. In addition, Trump could have put pressure on Nvidia to have a chip manufacturer in the USA, which is why $NVDA (-1,15%) is now also investing $5 billion.

See Trump's contribution:

If it's a security play, Intel could be exciting if the investments are sustainable...

How do you see Intel? I'm staying on the sidelines as the company now has to develop with the money and show whether it can achieve the turnaround.

5 Comentários

Chris@Multibagger

2Semana

What I find most interesting is that the government got 15% for 9 billion and $NVDA just 4% for 5 billion. You can work out the increase in value of the government's stake after the share price rise. It's almost as good as mine.😂😎

•

Epi@Epi

2Semana

Basically, I would share your geopolitical assessment of Intel.

But I don't think the USA would ever support Taiwan. The focus on the future war with China is the reason why Europe alone should take care of Putin. China has simply become too strong. And if it were clear that Taiwan would not be supported, then China would have been in there long ago. But Taiwan is too important to the USA geopolitically and economically.

Incidentally, Taiwan has a kill switch for its semiconductor industry. In other words, if China enters Taiwan, the chip factories are rendered unusable. This is official and is intended to prevent China from invading.

But as soon as China itself has the factories and the know-how, this will no longer be an obstacle. Until then (2028-29), the USA must become independent of TSMC. Hence the Intel deal. 🥶

•

Ver todas as 3 restantes respostas