Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
Mandel has nearly halved Lone Pine Capital's position in the world's leading chip fabrication company in favor of a currently struggling, but nevertheless beloved consumer brand.
The consensus among analysts polled by FactSet is for the companies in the PHLX Semiconductor Index SOX to show a weighted 23.1% increase in sales per share in 2025, compared with a12.5% increase for ...