Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
Ben Bajarin and Jay Goldberg analyze Intel's strategic inflection point, focusing on the company's response to activist investor pressure and the recent board meeting. They discuss the 'spin-in' of Intel Foundry, the significance of Amazon as a customer for the 18A process node, and the implications of Qualcomm's rumored interest in acquiring Intel. The hosts also explore hypothetical merger scenarios involving Qualcomm and Broadcom, while assessing the shrinking market for general-purpose CPUs in the era of AI accelerators.