Alex(@Alex_Intel_):Should Intel buy GlobalFoundries? I wouldn't expect Intel to consider this until mid 2027 (Intel's need for space is only starting); full attention is on 14A. Lip-Bu was a serial acquirer at Cadence; the lack of acquisitions so far is unique. Appreciate your thoughts.

2026.09.13 21:51

Should Intel buy GlobalFoundries? I wouldn't expect Intel to consider this until mid 2027 (Intel's need for space is only starting); full attention is on 14A. Lip-Bu was a serial acquirer at Cadence; the lack of acquisitions so far is unique. Appreciate your thoughts.