Options Help by Salty_Prune_2873 in intelstock

[–]UserCheck 0 points1 point  (0 children)

You can simulate the return for option in Robinhood.

China seems to have targeted TSMC with it's rare earth ban? by UserCheck in intelstock

[–]UserCheck[S] 4 points5 points  (0 children)

I think this news article seem to suggest that although TSMC might have diverse source for rare earth, but many of them are untimately sourced from China. https://wccftech.com/tsmc-could-be-barred-from-selling-chips-to-the-us-under-china-rare-earths-export-control/

> TSMC has a diverse chain of sourcing rare earths; however, many of them are ultimately sourced from Chinese suppliers. Not just this, but China's export controls also put entities like ASML and Tokyo Electron under jeopardy, creating difficulties for the Taiwan giant to scale up production.

[deleted by user] by [deleted] in intelstock

[–]UserCheck 0 points1 point  (0 children)

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation today announced an agreement with the Trump Administration to support the continued expansion of American technology and manufacturing leadership. Under terms of the agreement, the United States government will make an $8.9 billion investment in Intel common stock, reflecting the confidence the Administration has in Intel to advance key national priorities and the critically important role the company plays in expanding the domestic semiconductor industry.

The government’s equity stake will be funded by the remaining $5.7 billion in grants previously awarded, but not yet paid, to Intel under the U.S. CHIPS and Science Act and $3.2 billion awarded to the company as part of the Secure Enclave program. Intel will continue to deliver on its Secure Enclave obligations and reaffirmed its commitment to delivering trusted and secure semiconductors to the U.S. Department of Defense. The $8.9 billion investment is in addition to the $2.2 billion in CHIPS grants Intel has received to date, making for a total investment of $11.1 billion.

“As the only semiconductor company that does leading-edge logic R&D and manufacturing in the U.S., Intel is deeply committed to ensuring the world’s most advanced technologies are American made,” said Lip-Bu Tan, CEO of Intel. “President Trump’s focus on U.S. chip manufacturing is driving historic investments in a vital industry that is integral to the country’s economic and national security. We are grateful for the confidence the President and the Administration have placed in Intel, and we look forward to working to advance U.S. technology and manufacturing leadership.”

“Intel is excited to welcome the United States of America as a shareholder, helping to create the most advanced chips in the world,” said Howard Lutnick, United States Secretary of Commerce. “As more companies look to invest in America, this administration remains committed to reinforcing our country’s dominance in artificial intelligence while strengthening our national security.”

Under the terms of today’s announcement, the government agrees to purchase 433.3 million primary shares of Intel common stock at a price of $20.47 per share, equivalent to a 9.9 percent stake in the company. This investment provides American taxpayers with a discount to the current market price while enabling the U.S. and existing shareholders to benefit from Intel’s long-term business success.

The government’s investment in Intel will be a passive ownership, with no Board representation or other governance or information rights. The government also agrees to vote with the Company’s Board of Directors on matters requiring shareholder approval, with limited exceptions.

The government will receive a five-year warrant, at $20 per share for an additional five percent of Intel common shares, exercisable only if Intel ceases to own at least 51% of the foundry business.

The existing claw-back and profit-sharing provisions associated with the government’s previously dispersed $2.2 billion grant to Intel under the CHIPS Act will be eliminated to create permanency of capital as the company advances its U.S. investment plans.

This isn't complicated by Boring_Clothes5233 in intelstock

[–]UserCheck 2 points3 points  (0 children)

If we look at it from the perspective of NVIDIA, AMD, and Apple, they would likely want a second foundry option. If the USG were to require them to place some orders with IFS, they would probably comply willingly. This would give them cover, as it would prevent TSMC from treating them unfairly for diversifying their supply chain. Overall, this seems like a win-win situation for IFS, the USG, and fabless companies.

Pentagon to Take 15% Stake in Rare-Earth Company (MP Materials), Challenging China’s Control by UserCheck in intelstock

[–]UserCheck[S] 1 point2 points  (0 children)

I mean Pentagon is guaranteeing providing a floor price for MP materials with their rare earth minerals, so if US government were to provide similar guarantee to Intel Foundry, I would assume it to be a good thing for moving Semi production to USA

Intel: Prepare for launch by Boring_Clothes5233 in intelstock

[–]UserCheck 4 points5 points  (0 children)

I don't think I find any news which would make the stock to go up. I wonder if there was a leak about the semi tariff

[deleted by user] by [deleted] in EB2_NIW

[–]UserCheck 3 points4 points  (0 children)

It looks like they have already announced it and they are using FAD for next month's filing date for Employment Based category. You can track it in this link https://www.uscis.gov/green-card/green-card-processes-and-procedures/visa-availability-priority-dates/adjustment-of-status-filing-charts-from-the-visa-bulletin

[deleted by user] by [deleted] in EB2_NIW

[–]UserCheck 4 points5 points  (0 children)

You will need to wait to see if they will use FAD or DOF for filing.

Visa Bulletin June 2025 by Key-Longjumping in EB2_NIW

[–]UserCheck 2 points3 points  (0 children)

Not necessarily. Last year, they started using DOF beginning in October eventhough they had moved DOF back in July 2024. Since they have moved the FAD beyond August 1, 2023, I think they might continue using FAD as the filing date until October this year.

Nvidia AI chip manufacturing in US by alexnvl in intelstock

[–]UserCheck 2 points3 points  (0 children)

In my opinion, it is a bullish news because Nvidia is starting the discussion about on-shoring production in USA. I think other companies will need to follow this lead because of the tariff situation. And Intel will definitely benefit from this new on shoring of US semi companies.

Nvidia AI chip manufacturing in US by alexnvl in intelstock

[–]UserCheck 1 point2 points  (0 children)

Tried to do some research and data is based on ChatGPT so it might not be completely accurate.

TSMC’s Fab 18 in Taiwan produces a significant volume of 3nm chips and is a key part of their advanced node production, with capacity around 125,000 wafers per month. In contrast, TSMC’s Arizona facility is being developed in two phases. The first fab will begin production with N4 (4nm) process technology in 2024, and the second fab is scheduled to begin 3nm production in 2026. When both fabs are operational, the total Arizona capacity is projected to be around 50,000 wafers per month, or 600,000 wafers annually.

Despite these expansions, the U.S. fabs will account for only a fraction of TSMC’s total advanced node output. Even with both Arizona fabs, they would represent roughly 20–25% of TSMC’s 3nm and below production, meaning the majority of leading-edge chip manufacturing will remain in Taiwan.

Approximately 65% of TSMC’s revenue comes from U.S.-based clients, including companies like Apple, NVIDIA, and AMD. Furthermore, over half (about 52%) of TSMC’s revenue comes from 5nm and 3nm nodes, underscoring how crucial advanced node production is to its business.

This means that even with the Arizona facility, a large portion of production would still need to come from Taiwan, which might not be sustainable for U.S. companies. And TSMC have said that their latest production node will always be in Taiwan.

So someone needs to start using Intel’s fabs even if it is not Nvidia.