Lots More on the Ongoing Mess That Is Intel
Odd Lots
Bloomberg
4.4 • 1.6K Ratings
🗓️ 4 October 2024
⏱️ 34 minutes
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Summary
The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling to get its fab operations up and running in a timely, efficient manner. So what's the problem, and can the company turn things around? On this episode of Lots More, we speak to Stacy Rasgon of Bernstein Research and Mackenzie Hawkins of Bloomberg News to discuss the current struggles and future prospects for the company.
Mentioned in this episode:
Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles
Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit
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| 0:55.0 | I am worried about Intel. |
| 0:58.0 | No, for real. |
| 1:00.0 | We're recording this on October 1st, |
| 1:02.0 | so I'm worried about some other things, but sure, sure. |
| 1:05.0 | No, there's plenty to worry about in the world, but like I'm worried about until specifically because it's all nice to talk about industrial policy and we're going to build these, you know, |
| 1:16.4 | build out all these industries, etc. |
| 1:18.2 | But here we have one of the true industrial giants, one of the flagship companies of the United States. Getting a lot of support, |
| 1:26.3 | are leading company in the field of semiconductors, which is a major strategic priority for the U.S. |
| 1:32.0 | and they do not seem to be doing well at all. |
| 1:35.0 | The stock is absolutely dismal, they're cutting jobs. If this is the flagship company |
| 1:40.3 | like them and Boeing loomed very large in my head about I guess what I |
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