Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
from The Circuit Hosted by Ben Bajarin and Jay Goldberg
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios, concluding with insights on the future of CPUs in an AI-driven market.
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This episode is 47 minutes long.
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This episode was published on September 23, 2024.
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