Intel Foundry Financials and CHIPS Act Strategies

Summary
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Intel Foundry Services (IFS). They analyze the financial details, including the higher costs and lower margins than expected, and the potential for improvement in the future. They also discuss the impact of the CHIPS Act and the subsidies received by TSMC for their Arizona foundries. The conversation concludes with a discussion on Intel's progress under CEO Pat Gelsinger and the opportunities and challenges they face in the data center and AI markets.
00:00 Introduction
00:41 Analyzing the Financial Breakout for Intel Foundry Services
09:11 Assessing Intel's Progress under CEO Pat Gelsinger
24:08 Intel Vision Event and Gaudi 3
29:17 Conclusion

[@MichaelAstrom]

Thank you for great information and interesting speculations!!!

[@MrCookding]

this is great