rene66 schreef op 6 augustus 2020 09:08:
Ik kwam gisteravond het onderstaande interessante verhaal tegen op SeekingAlpha over Intel waarin onder andere wordt ingegaan op het nanometer spel tussen de verschillende partijen.
SummaryIntel reported 20% YoY revenue growth. Intel is a healthy company satisfying the ever-growing compute demand.
Intel shares plunged after delaying 7nm by 6-12 months.
Let’s not lose perspective: Analysts are not electrical engineers, neither does Intel sell nanometers; it sells products. While a hiccup, it does not take away from Intel's financial growth opportunities.
Not all nanometers are created equal, and neither is a nanometer a predictor for product or financial performance.
seekingalpha.com/article/4364711-inte...