DP
Public post
Devarshi Prajapati
Sep 2026 • linkedin
Post excerpt
For years, Intel's biggest problem looked obvious. It was spending billions building chip factories in America while competitors were outsourcing manufacturing. The company spent more than 00B on this strategy. And it looked terrible. In 2024: → 8.8B loss. → Revenue was still 33% below its 2021 peak. → Stock had fallen from around $68 to 8. Meanwhile, companies like Nvidia and AMD were taking a different route. They designed the chips. Someone else made them. And that someone else was mostly TSMC. TSMC is a …
#investing#riskmanagement#valuation#financialstrategy
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