Intel Will Likely Turn to Taiwan Semiconductor for Chips. Here’s Who Benefits Most.
Filed in Shanghai Travel News on January 12, 2021 with no comments
Nvidia (NVDA) over AMD.
Moving production to Taiwan Semiconductor would likely hurt Intel’s margins, however. Danely estimated that it would result in a 10-percentage-point drop in the company’s gross margin, and a 25-percentage-point drop in its per-share earnings.
For Taiwan Semiconductor, Intel shifting some of its production would generate a lot more revenue.…
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