Alex
@Alex_Intel_
🇺🇲🦅
参加 October 2013
441 フォロー中 5.3K ファン
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.
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