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Intel Corporation (INTC) 2025

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Lieutenant Price 11 februari 2025 17:47

Vance: "The Trump administration will ensure that the most powerful AI systems are built in the US, with American-designed and manufactured chips."

Intel Corporation (INTC) 21.78 +2.01 (+10.19%)

nine_inch_nerd 12 februari 2025 14:49

Yep, voorbeurs tech/chips rood.
.......behalve, INTC (+5%). :) Something brewing there? Gisteren ook al +6% geëindigd.

nine_inch_nerd 12 februari 2025 15:21

Baird on INTC (Neutral; $20 PT)

"There are discussions from the Asia supply chain that the U.S. government will get involved in potentially the following: TSMC would send engineers to Intel's 3nm/2nm fab, applying the company's know-how to ensure that the fab and subsequent manufacturing projects from Intel become viable. The fab could be spun off into a new entity jointly owned by TSMC and Intel, and run by TSMC. The new entity would receive U.S. Chip Act funding.

While there is no confirmation and potential completion of this project could be lengthy, we think this move makes sense, further building on Intel's prior CEO's focus on the company's core competency, manufacturing. Going forward, Intel would benefit from significant cash flow relief and would focus on design and platform solutions, while a viable fab could finally attract key fabless companies to diversify into a geo-dependable manufacturing model."

Analyst: Tristan Gerra

nine_inch_nerd 12 februari 2025 16:32

quote:
nine_inch_nerd schreef op 12 februari 2025 14:49:
Yep, voorbeurs tech/chips rood.
.......behalve, INTC (+5%). :) Something brewing there? Gisteren ook al +6% geëindigd.

Op X: Martin Meringdal

Congress is buying INTC big time. It was the 5th most bought stock in 2024, with three members making eight purchases. Notable buyers include Marjorie Taylor Greene & Tommy Tuberville (R) and Jonathon L. Jackson (D). When both sides are in, you know something’s brewing. Bullish INTC.

Mr. Smit 12 februari 2025 16:33

Ik zie Intel de komende weken wel een herstel richting de 24 maken.

nine_inch_nerd 12 februari 2025 16:38

quote:
Mr. Smit schreef op 12 februari 2025 16:33:
Ik zie Intel de komende weken wel een herstel richting de 24 maken.

Mag.
C25 jun26 staan!

nine_inch_nerd 12 februari 2025 17:17

Baird notes supply chain talk of Intel fab spinoff with TSMC involved
markets.businessinsider.com/news/stoc...

Intel (INTC) making moves.
Baird analysts note supply chain talk of a potential fab spinoff with TSMC involved, a shift that could streamline costs and sharpen Intel’s focus. If true, this could be a major step in their turnaround

nine_inch_nerd 12 februari 2025 17:19

Intel stock has gotten an unexpected boost from JD Vance
finance.yahoo.com/news/intel-stock-ha...

nine_inch_nerd 12 februari 2025 22:57

quote:
nine_inch_nerd schreef op 12 februari 2025 14:49:
Yep, voorbeurs tech/chips rood.
.......behalve, INTC (+5%). :) Something brewing there? Gisteren ook al +6% geëindigd.

Vandaag +7%.
En nu?

nine_inch_nerd 13 februari 2025 08:31

Info.
Geruchten...
#TSMC #INTEL

DIGITIMES: Three proposals the United States has presented to TSMC.

1. TSMC would build an advanced packaging facility in the US, offering integrated services from wafer manufacturing to backend processing locally.
2. Under a joint venture (JV) proposed by the US government, TSMC along with several major companies would invest in Intel’s standalone foundry business and facilitate a technology transfer from TSMC.
3. Intel would assume future packaging contracts from US customers that TSMC has secured, leveraging Intel’s advanced packaging capabilities.

www.digitimes.com/news/a20250212PD234...

Regarding the first proposal, TSMC has previously shown reluctance to construct a packaging plant in the US due to labor shortages and low profit margins. There are also concerns that such a plant could impact TSMC’s backend partners like Amkor Technology.

The second proposal, the joint venture plan, is led by the US government, with sources indicating that the key point is for TSMC and several major companies to jointly invest in Intel’s foundry business, including a technology transfer from TSMC.

The third proposal entails Intel handling additional packaging orders from US customers that TSMC has secured. For instance, companies like Apple, which have already agreed to wafer production at TSMC’s US fab, have prior experience collaborating with Intel.

According to semiconductor industry sources, amid the US government’s drive to reinforce the domestic “Made in America” policy and implement measures to ensure Intel’s survival, TSMC is being cited as virtually the only solution.

nine_inch_nerd 13 februari 2025 13:29

Rumor: GF’s Caulfield to become CEO of Intel
A shuffle in Globalfoundries’ management team has prompted speculation that the firm’s CEO, Thomas Caulfield, is going to take the helm at Intel or Intel’s foundry division, which may or may not be spun out.

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