/biz/ - Business & Finance

>>51591671
>less semiconductor demand
in an age with rising cloud and iot?
I mean, we're shooting these things in space and dropping them in ocean trenches, there's not a single place without semiconductors
africa is modernizing rapidly as well, I can't see demand slowing

>>51591719
human factor? what?

>>51591723
intel has almost no debt because they made equity deals for fabs and they got govt stimulus for the rest
intel is set to grow 10% yoy in revenue at least, it's too difficult to guess the profit margins of the fabs but I can imagine the scaling and reinvestment must be nice
their dc&ai and ccg business isn't changing much, that's like 80% of their revenue so it's not changing all that much, they're just horizontally scaling into fabs so any analysis should be additive