Breaking Analysis with Dave Vellante

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.
Ask episode
Chapters
Transcript
Episode notes