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With an engineer on the helm, rehiring big names in the field, opening more fabs, and having access to TSMC's newest node over AMD[1].. it seems unlikely. [1]

With an engineer on the helm, rehiring big names in the field, opening more fabs, and having access to TSMC's newest node over AMD[1].. it seems unlikely. [1] https://www.extremetech.com/computing/334897-amd-might-have-to-wait-behind-intel-and-apple-for-tsmcs-3nm-wafers https://www.extremetech.com/computing/334897-amd-might-have-...

epgui 4y ago
If you know something the market doesn't know, and you're confident that you're right, then put all your eggs in that basket: that's how one beats the market. (Don't follow this advice, I'm just a dude on the internet, this is not financial advice and my background is biochem + software, not finance)
- PartiallyTyped 4y ago
  I'd put my eggs in some Dutch company cough asml cough that has an enormous backlog and controls a segment of the manufacturing process ;). But what do I know, I am just a grad student.
  - epgui 4y ago
    Not a bad long-term bet IMO! I’m partial to both ASML and TSMC.
  - FredPret 4y ago
    ASML is a fantastic business to own but has a price tag to match. Intel might be good and is selling for a song.
- hnfong 4y ago
  Might help if people checked this out first - https://en.wikipedia.org/wiki/Kelly_criterion https://en.wikipedia.org/wiki/Kelly_criterion
sremani 4y ago
Intel has to do next 4 years what it failed to do for the past 8 years and the complexity of execution in the space is getting harder and hander. Also, they are fighting on multiple fronts, upstarts in GPU, write-offs on AI hardware, Losing share of x86 with ARM et al. Losing share in x86 to AMD, having to rely on TSMC for advanced chips. Also, some bright spots where, they are opening up their foundries for design firms etc. Over all, Intel has to do perfect execution and we did not fully talk about Apple, Amazon, Microsoft designing their own chips and using Intel's competition for fabbing them. They are in a tough spot, but if any company can come out of it winning, its Intel. They have done it before.
- PartiallyTyped 4y ago
  With the rise of AI chip startups (Jim Keller has one) and a voracious demand for chips, perhaps their fabs may allow them to weather the storm. If I were putting money anywhere, it'd be in ASML... but their shares are too expensive for my poor grad pockets.
- Firmwarrior 4y ago
  Yeah, I don't know how to feel about Intel. Intel has been a crappy company to work for and doing a crappy job for a long time, but I'm willing to bet they still have enough highly-experienced geniuses on hand to pull through

epgui 4y ago

If you know something the market doesn't know, and you're confident that you're right, then put all your eggs in that basket: that's how one beats the market. (Don't follow this advice, I'm just a dude on the internet, this is not financial advice and my background is biochem + software, not finance)

PartiallyTyped 4y ago
I'd put my eggs in some Dutch company cough asml cough that has an enormous backlog and controls a segment of the manufacturing process ;). But what do I know, I am just a grad student.
- epgui 4y ago
  Not a bad long-term bet IMO! I’m partial to both ASML and TSMC.
- FredPret 4y ago
  ASML is a fantastic business to own but has a price tag to match. Intel might be good and is selling for a song.
hnfong 4y ago
Might help if people checked this out first - https://en.wikipedia.org/wiki/Kelly_criterion https://en.wikipedia.org/wiki/Kelly_criterion

sremani 4y ago

Intel has to do next 4 years what it failed to do for the past 8 years and the complexity of execution in the space is getting harder and hander. Also, they are fighting on multiple fronts, upstarts in GPU, write-offs on AI hardware, Losing share of x86 with ARM et al. Losing share in x86 to AMD, having to rely on TSMC for advanced chips. Also, some bright spots where, they are opening up their foundries for design firms etc. Over all, Intel has to do perfect execution and we did not fully talk about Apple, Amazon, Microsoft designing their own chips and using Intel's competition for fabbing them. They are in a tough spot, but if any company can come out of it winning, its Intel. They have done it before.

PartiallyTyped 4y ago
With the rise of AI chip startups (Jim Keller has one) and a voracious demand for chips, perhaps their fabs may allow them to weather the storm. If I were putting money anywhere, it'd be in ASML... but their shares are too expensive for my poor grad pockets.
Firmwarrior 4y ago
Yeah, I don't know how to feel about Intel. Intel has been a crappy company to work for and doing a crappy job for a long time, but I'm willing to bet they still have enough highly-experienced geniuses on hand to pull through