Intel to Acquire Tower Semiconductor for $5.4B
1–10 of 88 posts
Re: Intel to Acquire Tower Semiconductor for $5.4B
#2Intel has a clear strategy of becoming a big player in the semiconductor industry in the next decade. I honestly think it will work. Many people have observed that it is a cash-intensive industry with tiny margins, but once these huge investments have been made and there are only two or three companies that can dominate the market for five to ten years, you can extract huge value before any competitor catches up.
Re: Intel to Acquire Tower Semiconductor for $5.4B
#3Intel has a clear strategy of becoming a big player in the semiconductor industry in the next decade. I honestly think it will work. Many people have observed that it is a cash-intensive industry with tiny margins, but once these huge investments have been made and there are only two or three companies that can dominate the market for five to ten years, you can extract huge value before any competitor catches up.
This comment could have been written 50 years ago.
Re: Intel to Acquire Tower Semiconductor for $5.4B
#4Intel has a clear strategy of becoming a big player in the semiconductor industry in the next decade. I honestly think it will work. Many people have observed that it is a cash-intensive industry with tiny margins, but once these huge investments have been made and there are only two or three companies that can dominate the market for five to ten years, you can extract huge value before any competitor catches up.
> becoming a big player
Are you saying they aren't a big player now?
Re: Intel to Acquire Tower Semiconductor for $5.4B
#5Intel has a clear strategy of becoming a big player in the semiconductor industry in the next decade. I honestly think it will work. Many people have observed that it is a cash-intensive industry with tiny margins, but once these huge investments have been made and there are only two or three companies that can dominate the market for five to ten years, you can extract huge value before any competitor catches up.
This comment could have been written 50 years ago.
Compare the number of players with leading edge fabs then and now though.
Re: Intel to Acquire Tower Semiconductor for $5.4B
#6Intel has a clear strategy of becoming a big player in the semiconductor industry in the next decade. I honestly think it will work. Many people have observed that it is a cash-intensive industry with tiny margins, but once these huge investments have been made and there are only two or three companies that can dominate the market for five to ten years, you can extract huge value before any competitor catches up.
>f becoming a big player in the semiconductor industry in the next decade
Did you mean
"a big player in the semiconductor _foundry_ industry in the next decade" ?
Intel has been the biggest semi player for most years during the last three decades.
Re: Intel to Acquire Tower Semiconductor for $5.4B
#7For anyone interested in the topic of semiconductors industry this channel provides some great info and explanations: https://www.youtube.com/watch?v=GbkFAO1oUu8
Re: Intel to Acquire Tower Semiconductor for $5.4B
#8[deleted]
Re: Intel to Acquire Tower Semiconductor for $5.4B
#9Intel has a clear strategy of becoming a big player in the semiconductor industry in the next decade. I honestly think it will work. Many people have observed that it is a cash-intensive industry with tiny margins, but once these huge investments have been made and there are only two or three companies that can dominate the market for five to ten years, you can extract huge value before any competitor catches up.
> becoming a big player Are you saying they aren't a big player now?
Gartner puts them at Nr. 2 in 2021 after Samsung Electronics. However it should be noted that for Intel this seems to include total Revenue while for others it seems to be just their pure semiconductor revenue. If Intel were to sell their chip manufacturing as a subsidiary to themselves at market price, that subsidiary probably would be way further down the list.
Re: Intel to Acquire Tower Semiconductor for $5.4B
#10Intel has a clear strategy of becoming a big player in the semiconductor industry in the next decade. I honestly think it will work. Many people have observed that it is a cash-intensive industry with tiny margins, but once these huge investments have been made and there are only two or three companies that can dominate the market for five to ten years, you can extract huge value before any competitor catches up.
> becoming a big player Are you saying they aren't a big player now?
Wouldn't this require them to start making SOCs for mobile phones?