Hardware Podcasts

Episode 62: Intel Foundry Financials and CHIPS Act Strategies

The Circuit · 9 Apr 2024 · 30m · Episode 63

What this episode covers

Ben Bajarin and Jay Goldberg analyze Intel Foundry Services (IFS) financials, noting higher-than-expected wafer costs and negative gross margins, while arguing that Intel product group's return and 18A process competitiveness will drive future profitability. They discuss the CHIPS Act subsidies for TSMC and Intel, highlighting the strategic shift toward US-based leading-edge semiconductor production. The hosts conclude that CEO Pat Gelsinger has successfully positioned Intel to compete in the AI and data center markets, despite long-term financial hurdles and uncertainty around AI hardware demands.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, Intel Foundry Services, TSMC, AMD, Nvidia
Products
18A
Also
CHIPS Act, Pat Gelsinger

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