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Edward Lee
Jan 27, 2023 12:04AM ET
If intel miss , the earning of all the semiconductor will be ugly, because cpu are used in every system, be it AI, EV, pC, smart phone. The problem is most investors did not realize that due to the santions in China’ s semiconductor industry, all the chips needed by the chinese electronic industry will be replaced by Chinese dometic semiconductor industry while before the santion, china is the largest world semiconductor chip market by importing $400b of chips from overseas and most of them came from US companies,, while BOA analysts did not seem to understand. So most likely Intel will lose more in the future and this is a permanent event and ca not be reversed
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