JimmyHua
03-21

$Intel(INTC)$

Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.

Intel Sells 51% of Altera: A Smart Move for Future Growth?
Intel has announced an agreement with private equity firm Silver Lake to sell a stake in its FPGA subsidiary, Altera. Silver Lake will acquire 51% of Altera at a valuation of $8.75 billion, while Intel will retain the remaining 49% stake. Intel rises 3% on the news. ------------- Will there be more spinoff or sale of Intel business? How do you view the discount sale of Altera? Are you bullish on Intel transformation or not?
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Comments

  • choonhong
    03-21
    choonhong
    good to keep an eye for long term but nothing going to happen in short term. after all, he is just a human and not superman.
  • ZhongRenChun
    03-21
    ZhongRenChun
    Intel should sell off their foundry division to tsmc.
  • AlanBright
    03-21
    AlanBright
    Great insights on Intel's situation! [Heart]
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