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Although I don't think Intel is very dynamic or good company, I still think INTC is undervalued compared to NVDA, TSMC or AMD over long term (> 5 years). The f
by Nokinside 6y ago
Although I don't think Intel is very dynamic or good company, I still think INTC is undervalued compared to NVDA, TSMC or AMD over long term (> 5 years).
The failure of Intel's 10nm process was a huge hit that keeps hurting them few years, but there is no reason to expect that their next 7nm process is a failure. They made wrong strategic choice when deciding if to use EUV or not.
- andromeduck 6y agoThe problem is that 10nm wasn't a one off oopsie. It was caused by power struggles in upper management from bad series of successions and high engineering turnover from changing culture, cost cutting and agressive of poaching campaigns from competitors like Apple, Google, and Nvidia.
- Nokinside 6y agoApple, Google, and Nvidia nave no process knowledge. They don't manufacture their own chips.