The former Chip King is cutting again in hopes of finding a path to sustainable growth.
Tim Beyers and Jose Najarro discuss:
- Intel’s big restructuring plans.
- Predictions for when Intel Foundry may finally be profitable.
- The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector!
Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX
Host: Tim Beyers
Guests: Jose Najarro
Producer: Anand Chokkavelu
Engineer: Adam Landfair
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