Motley Fool Money The Chip Biz: Taiwan and Intel
Apr 3, 2024
Asit Sharma, a Motley Fool analyst specializing in the chip industry, joins to discuss the vulnerability of Taiwan Semiconductor amid recent earthquakes, emphasizing the global reliance on Taiwan for chip production. He also delves into Intel's foundry business and its future in manufacturing. In a fascinating pivot, Peter Platzer, CEO of Spire Global, shares insights on leveraging space satellite data for weather prediction, highlighting the company's promising partnership with Nvidia and the transformative power of AI in this field.
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Taiwan's Importance for Chipmaking
- Taiwan's earthquake highlights global chipmaking dependence on the region.
- TSMC, a crucial player, faces risks, prompting diversification efforts.
Intel's Foundry Business
- Intel's foundry business is currently unprofitable, but they are committed to it.
- They aim for breakeven by 2025, but it is a long-term investment.
Investing in Intel
- Consider Intel's losses as a long-term bet with growth potential.
- The global chip shortage makes their foundry efforts strategically relevant.