$Intel(INTC)$

Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.

# Apple Cuts Ties: Can Intel Hold $20?

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  • choonhong
    ·03-21
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    good to keep an eye for long term but nothing going to happen in short term. after all, he is just a human and not superman.
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  • Intel should sell off their foundry division to tsmc.
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  • AlanBright
    ·03-21
    Great insights on Intel's situation! [Heart]
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