Intel

[ongweehiang]

Hi All

Not sure how many people is thinking of the level of R&D spend of Intel versus the rest of the industry.

Intel still lead in chips for PCs and servers. They also have a sizeable FPGA business similar to Xilinx which is being acquired by AMD.

We do not have much in-depth view except that press narrative can change anytime on these companies since they are so un-love and there are multiple options embedded within these companies.

Optionality:
- coming up with AI Chip which could rival Nvidia,
- the outsourcing of their production to people like TSMC,
- possible trade issues to crop up with TSMC which could lead to US government to support Intel instead?
- or spinning off/IPO their division like Mobileeye or their FPGA
- Being more efficient in their R&D spend

Included IBM in the article too.

https://www.weightedresearch.com/it-may-...the-press/

For your comments and thoughts.

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