This chapter explores Intel's strategic advancements in its foundry business, including a key partnership with Amazon and funding from the CHIPS Act. It emphasizes Intel's shift to operate as an independent subsidiary, aiming to enhance credibility and growth opportunities in the semiconductor industry.
Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure.
- The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy.
- Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.
(18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind.
Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: INTC, TSMC, AMZN, MSFT
Host: Dylan Lewis
Guests: Tim Beyers, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
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