Intel marketing needs a make over.
4 replies (most recent on top)
Intel is just churning out trash that no one wants. Just look at how much they had to lower prices in Q4 just to dump CPU inventory even when AMD had major supply issues with Zen 3. People would literally rather wait than buy garbage. Expect future margins to go down the toilet.
Intel fabs are bursting
14nm fabs are making big power hungry cores trying to compete with Apple 5nm and AMD 7nm, good luck raising prices.
10nm looks interesting too bad so late and poor yielding, see above at the failures of LTD.
7nm another FUBAR by LTD will be so late that PG will have to take big wads of cash to stand inline at Samsung and TSMC. They’d be fools to prioritize Intel above their longtime customers.
Really amazing how long the failure was allowed to fester. When are they going to make the necessary changes, so little and too late for the FUBAR recovery to happen
The shortage means high demand for companies like Apple, AMD, Nvidia, Qualcomm, NXP, TI.
The demand has shifted from Intel to them. Intel is done. Intel has been relegated to history. Intel is being buried alive for good. God I cannot wait for this company to die
With all the cheap money going around, don't look at the stock market for any rational reaction. Check Unemployment numbers. No Fundamental checks out right now...