Which I don’t think is a terrible strategy, since he can sell the government FUD about supply chains and how you can only trust an American company to make CPUs for the military.
That is exactly why I own some Intel stocks. Intel is bullshitting its way into becoming a cushy government contractor because it’s the only American chip manufacturer left. I’m already paying uncle Sam taxes. I might as well try to get some of my money back by owning Intel stock.
I don’t have that much faith in Intel’s actual chip designs going forward though. I think Apple will continue to lead in laptop chips with Qualcomm joining the ride, AMD will continue to be better for server CPUs with Ampere Computing/Graviton joining the competition, and Nvidia will continue to dominate GPUs and AI chips as always. It’s hard for me to see how Intel can win in actual chip designs in the next 5 years.
Make sales are expected to have a downturn since although m2 chips lead in perf/watt for cpus, they’re still too expensive and slow gpu side for the average user. Intels greatest strength is economies of scale, especially if meteor lake runs well with mcm then it lowers production cost significantly.
I dont think intel can win in chip designs in the next 5 years but if they are competitive with their fabs, they’re in a good position as volume is more important.
That is exactly why I own some Intel stocks. Intel is bullshitting its way into becoming a cushy government contractor because it’s the only American chip manufacturer left. I’m already paying uncle Sam taxes. I might as well try to get some of my money back by owning Intel stock.
I don’t have that much faith in Intel’s actual chip designs going forward though. I think Apple will continue to lead in laptop chips with Qualcomm joining the ride, AMD will continue to be better for server CPUs with Ampere Computing/Graviton joining the competition, and Nvidia will continue to dominate GPUs and AI chips as always. It’s hard for me to see how Intel can win in actual chip designs in the next 5 years.
Make sales are expected to have a downturn since although m2 chips lead in perf/watt for cpus, they’re still too expensive and slow gpu side for the average user. Intels greatest strength is economies of scale, especially if meteor lake runs well with mcm then it lowers production cost significantly.
I dont think intel can win in chip designs in the next 5 years but if they are competitive with their fabs, they’re in a good position as volume is more important.