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This could swing so hard with sudden geopolitical triggers. I also see Intel positioning itself very strongly for its next generation chips.
by hereme888 11mo ago
This could swing so hard with sudden geopolitical triggers. I also see Intel positioning itself very strongly for its next generation chips.
- general1465 11mo agoUnless they will do something stupid like damaging their 13th and 14th generation of processors by usage and then going great lengths to deny it, until finally being forced to fix it. https://www.digitec.ch/en/page/intel-has-a-big-problem-unstable-cpus-will-always-be-broken-34134 https://www.digitec.ch/en/page/intel-has-a-big-problem-unsta...
- hereme888 11mo agoI hear the frustration. I have an intel 13th, and I hope it lasts long enough.
- lostlogin 11mo agoAre you saying that Intel is well positioned if Trump let’s China think it can invade Taiwan without consequences? If so, that’s a hell of a way for Intel to secure its future.
- mschuster91 11mo agoIntel is screwed because their foundry is nowhere near up to speed but AMD has zero alternatives to TSMC in Taiwan so they got it worse - at least for now, I don't think TSMC Arizona is ready yet.
- kcb 11mo agoTSMC in Arizona has been at full scale production of 4nm chips for a while now.
- MangoCoffee 11mo agoIsn't TSMC Arizona and Japan the hedge for such geopolitical changes? Their best engineers are probably still going to be in Taiwan, but with the rate at which TSMC is building fabs overseas, it shouldn't matter much.
- hereme888 11mo agoThat fact completely skipped my mind. You're right.
- fulafel 11mo agoIntel seems vulnerable to Trump tariffs, would seem more likely than TSMC getting into trouble.
- rewilder12 11mo agousing what fab? lol