

Intel Foundry is a bold bet filled with uncertainty
Feb 10, 2024
Exploring Intel's bold move to revitalize semiconductor manufacturing in the US amidst fierce competition from AMD, NVIDIA, and challenges posed by ARM and China Inc. Discussing Intel's strategy, technological advancements, and the evolving landscape of the global semiconductor supply chain. Delving into funding strategies, leadership challenges, and potential scenarios for Intel's market position in the future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Evolution of Enterprise Technology Market and the Rise of TSMC
01:33 • 4min
Navigating the Global Semiconductor Supply Chain
05:14 • 5min
Intel's Foundry Strategy and Technological Advancements
10:35 • 12min
Navigating Leadership and Challenges in Semiconductor Foundry Industry
22:33 • 25min
Exploring Funding Strategies for Manufacturing Expansion
48:00 • 4min