Since the start of the year, the sentiment around Intel has been largely positive on expectations that the Trump administration would not allow the semiconductor player to go under, given the negative ramifications of such an outcome for the administration’s “America First” agenda. These expectations were recently supercharged by reports that Intel and TSMC are mulling a JV-like arrangement, where the latter would purportedly provide its expertise and technology to the former, and helped along by copious, behind-the-scene nudges from the Trump administration. Now, KeyBanc is out with a positive note on Intel, while warning of the risks that AMD […]
Read full article at https://wccftech.com/keybanc-we-believe-intel-has-won-the-gpu-gaming-socket-for-the-nintendo-switch-3-on-18a-and-amd-faces-increasing-risks-from-a-price-war-with-intel/
