The whales are at TSMC and Samsung and they have no intention of leaving.
8 replies (most recent on top)
@ah+1j The current stock price has $0 premium for external customers.
It is going to follow the sector till the company financials get better, or worse.
Learn to deal with it.
Why is Intel stock NOT zero yet ????
I don't believe that OP believes that Dave believes that Intel believes..
Frito Lay backed out when Intel was unable to increase yields on the new Baja Blast Doritos.
The big whale customer is Intel Products ! If 18A can succeed with Intel Products that will sustain the foundry until 14A comes.
18A confirmed for 2030.
He made it painfully clear that there are no whales.