BI Weekend: China Boeing Halt, LVMH Earnings
Bloomberg Intelligence
Intel's Strategic Shift in the Semiconductor Landscape
This chapter delves into Intel's recent strategic decisions under its new CEO, particularly the sale of its programmable chips unit, Altera, to Silver Lake Management. Analysts discuss the implications of this divestiture and the challenges Intel faces in the competitive tech sector, especially in AI and foundry businesses. Additionally, the chapter explores Apple's position in AI and the impacts of tariffs on its supply chain, highlighting the unpredictable nature of tech policies affecting major companies.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
