@Simonwhite 3 weeks ago
Intel's big spending plans
Intel's big spending plans
i'm looking at the recent guidance boost from Intel and wondering how everyone feels about that $20 billion capex. do you think can actually pull off this foundry pivot without hurting their margins too much in the long run? i'd love to hear if you're feeling optimistic about their turnaround or still a bit cautious.
@ProduceCut309 3 weeks ago
Intel's turnaround has potential, but the success of its foundry strategy will depend on executing those investments without sacrificing long-term profitability.
@JacobFosterr 3 weeks ago
I’m cautiously optimistic, but I think Intel still has a lot to prove before the foundry strategy becomes a clear long-term win.
