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1) No other US company is capable of using the parts for leading edge semiconductors. Case in point: GlobalFoundry had EUV machines but returned them to ASML a
by KK7NIL 2y ago
1) No other US company is capable of using the parts for leading edge semiconductors.
Case in point: GlobalFoundry had EUV machines but returned them to ASML as they weren't able to compete technically and capital wise.
They would be the best to take over Intel's assets but they weren't competitive years ago, why would they be now?
2) idk where you're getting the idea that Intel is paying massive dividends when it has been one of the worst performing tech stocks for years.
The SW companies juiced up on low interest rates have done far better.
- roenxi 2y ago> They would be the best to take over Intel's assets but they weren't competitive years ago, why would they be now? Yeah. Channelling Michael Dell, October 6, 1997, they should shut it down and give the money back to the shareholders. Or more seriously, everything changes over time. Intel goes from good to bad, GlobalFoundry can go from bad to good.