Lio23
02-22

Part 1

My view on this report - It can be misleading with certain important points omitted. Further more the report is quite pessimistic.

The reports from bloombergs previously stated that the White House will not support a foreign entity controlling Intel factories , however it also did mention that a Joint Venture between a foreign entity and local US semiconductor entities can be possible. With the 2 companies TSMC and Broadcom in the picture, it fits the above stated which makes the deal possible. There are many variables on how the structure will be like, but I am certain that it will be positive to the value of the shareholders.

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Comments

  • gogoooCn
    02-25
    gogoooCn
    Thx for sharing. Very informative
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