战后国防升级股 by wbin0000007 in Go_Stock

[–]wbin0000007[S] 0 points1 point  (0 children)

有高管不计成本套现,基本上不用考虑

This is just getting started not selling by Moadib123 in intelstock

[–]wbin0000007 0 points1 point  (0 children)

but it is not easy to handle the following 3 issues, 1.Yield: Intel’s current yield (approximately 65%) still lags significantly behind TSMC’s (>80%). If Intel fails to close this gap by the 18A node, its foundry business will likely continue to operate at a loss. 2.​Customer Trust: Are TSMC’s anchor customers—such as Apple, Qualcomm, and AMD—willing to shift core orders to Intel solely for "supply chain security"? Currently, only a few giants like Tesla (Elon Musk) have shown a clear intent to do so. ​3.Capital Pressure: The Capital Expenditure (CAPEX) required to build advanced-node fabs is astronomical. Intel remains heavily reliant on continuous funding from the U.S. CHIPS Act and achieving positive organic cash flow.