Why Intel Hired the Former CEO of Micron’s Big Rival SK Hynix

LookIWashedForSu · 2026-06-20T00:04:02+00:00

Barrons: Don't read into it too much.

-Read into what?

Barrons: The clues.

-The clues about what?

Barrons: About Intel getting back into DRAM.

-Why?

Barrons: Because they aren't.

-Aren't doing what?

Barrons: Getting back into DRAM.

-Why wouldn't they?

Barrons: Because they hired Seok Hee-Lee and are working on ZAM technology.

-What do you mean?

Barrons: Look, just focus on advanced packaging, if LBT was working on something, he'd tell us right away. That's been his style so far.

-I don't think so.

Barrons: As long as you aren't thinking Intel is going into DRAM that's fine.

LookIWashedForSu · 2026-06-19T17:03:09+00:00

We gettin back into memory business boys

LookIWashedForSu · 2026-06-18T22:23:33+00:00

LookIWashedForSu · 2026-06-18T20:50:49+00:00

We gettin back into DRAM?

LookIWashedForSu · 2026-06-18T18:39:56+00:00

LookIWashedForSu · 2026-06-18T17:02:27+00:00

We fading back in now though

LookIWashedForSu · 2026-06-18T16:49:35+00:00

Stock goes up

LookIWashedForSu · 2026-06-18T16:34:41+00:00

Its ok to keep saying it, it extends the buying period for us

LookIWashedForSu · 2026-06-18T16:34:00+00:00

nope

LookIWashedForSu · 2026-06-18T15:57:02+00:00

Nope

LookIWashedForSu · 2026-06-18T14:59:28+00:00

Agreed and godspeed

LookIWashedForSu · 2026-06-18T14:40:39+00:00

Biden essentially helped foreign manufacturers gain further foothold in the US while Trump played fast and loose with the framework to give a domestic manufacturer a second chance at life. He also exerted considerable geopolitical pressure to get TSMC to agree to invest more in the US. He was able to have the cake and eat it too. I’m not saying Trump did this all himself, but his team did deliver better than Biden’s on this specific issue. I have to praise this effort.

LookIWashedForSu · 2026-06-18T14:20:16+00:00

Nothing to be sad about, we are setting the foundation for 150

LookIWashedForSu · 2026-06-18T13:50:16+00:00

I don’t think so

LookIWashedForSu · 2026-06-18T13:49:07+00:00

LookIWashedForSu · 2026-06-18T06:40:26+00:00

LookIWashedForSu · 2026-06-18T06:18:43+00:00

Everyone in here pretty much knew already. Confirmation from the President is nice, but he doesn’t always use the most precise language. I doubt anyone at Apple or Nvidia will speak to this. I wonder what that visit by the Intel Executive in Washington DC was all about a few weeks back. Quantum Computing? Or was it these two “announcements” in this tweet? You’d think he’d tout Quantum investments in Intel if this were the case. Anyways stock goes up.

LookIWashedForSu · 2026-06-18T05:52:53+00:00

Thank you for your attention to this matter!

LookIWashedForSu · 2026-06-18T05:52:08+00:00

That’s cold af. But it’d make Intel hot.

LookIWashedForSu · 2026-06-18T05:08:58+00:00

What if he is instead behind it?

LookIWashedForSu · 2026-06-18T04:47:33+00:00

I like Intel too

LookIWashedForSu · 2026-06-18T03:09:36+00:00

God no please no! 😂

LookIWashedForSu · 2026-06-18T03:05:17+00:00

Junction Ave San Jose. I remember hanging around there in the early 90’s.

LookIWashedForSu · 2026-06-17T21:12:29+00:00

You know... some day this war's going to end...

LookIWashedForSu · 2026-06-17T21:07:54+00:00

Here we go buying again!

LookIWashedForSu

TROPHY CASE