If we ignore the morning president Donald Trump to ask his shooting, Lip over Tan, CEO of Intel, has had a few months. Whether it is a push of support from Trump or just confirming Tan’s strategy depends somewhat on your personal opinion. But what is certain is that since the White House indicated that it would acquire a 10% stake in the ancient American chipmaker, conditions improved significantly and the shares increased by more than 50%. Trump: Intel has agreed to give the US government a 10% stake in its shares. First, Softbank Group made a ‘surprise’ investment worth two billion dollars in the company, and a month later, Nvidia announced that it would invest $ 5 billion and enter into a partnership to manufacture chips for computers and data centers. It has been the best trading day of Intel since the 1980s. Thereafter, reports showed that Apple had received a similar investment offer, with discussions about the closer collaboration (although no agreement was reached). But investments, or even talk about it, do not bring about a radical transformation. In this regard, Intel’s announcement of the readiness to expand the scope of the next generation 18A chip manufacturing technology was received with a stream of positive headlines. I quote the Ian King of Bloomberg as follows: The company announced on Thursday that its Panther Lake Processor designs have entered the full production and will be on sale in the laptops early next year. The new discs are made with 18A technology, which according to Intel offers benefits that none of its competitors can still match. A good return, but are the components complete? The announcement is a welcome return for Intel to make his own high quality chips, after outsourcing an embarrassment of his work to Taiwan Semiconductor Manufacturing, which has become the preference (or only) choice for Nvidia, Apple and other companies designing their own chips. Use some of the manufacturing work for other businesses that have struggled so far due to quality problems and to a lesser extent, because Intel is seen as a strong competitor in the design of the chip. The rescue of Intel will depend on Trump as an investor and marketer. Those who are looking for a definite proof that Intel’s transformation is on the right path should look at the response of these big players on 18A chips. Therefore, if production withstands, Intel will use it as a display window to ensure overseas orders for slides made on the 14A, the company’s next phase of manufacturing. “Don’t trust us to make it happen,” said Kevin Obakley, general manager of the company’s third-party-chip business, at an event for reporters at the company’s new FAB 52 facility in Arizona, where 18A’s operations will be. Can you attract Apple? Don’t expect an answer to this question soon. Although Nvidia is now a great investor, it will not go so far as to say that it will evaluate the progress of Intel. An investment of Apple, if it occurs, can pave the way for producing some chips for its less advanced products, such as Apple TV. But Apple is unlikely to be tempting to stop using Taiwan Semiconductor Manufacturing to manufacture chips for the iPhone and other devices. The proximity of the White House offers a strategic benefit, as companies that were reluctant to do with Intel business can now add a favorable favor to Donald Trump to their list of benefits. Investing some business in (FAB 52) is a much clearer way to say that you are building in America instead of creating your own. But what Intel needs more than anything else is not only investors and attractive headings, but also to repeat customers. It was perhaps the best weeks of Intel in recent history, but the onset of the transformation journey does not necessarily mean to complete it.
-
-
-
-
