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INTEL Deal Has MAJOR National Security Implications... Will QUALCOMM Save the Day?

Posted

September 21, 2024

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Trish Regan and Rob Hordon, Co-Founders of investment research firm 76research, react to breaking news that Qualcomm (QCOM) has approached Intel (INTC) about a possible takeover. Intel's share price has been a disaster over the last few years as the industry moves away from Intel's CPU chips towards GPU chips that are primarily designed by NVIDIA (NVDA) and manufactured in Taiwan by Taiwan Semiconductor (TSM). As a major chip manufacturer, Intel is potentially critical if we want to make sure AI chips are manufactured within U.S. borders.

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Guests & Subjects Covered

Trish ReganRob Hordon Co-FoundersQualcomm QCOMIntel INTCIntel's CPUNVIDIA NVDATaiwan Semiconductor TSM AsModel Portfolio

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INTEL Deal Has MAJOR National Security Implications... Will QUALCOMM Save the Day? · 76research · Sentinel