Technology / Semiconductor / Internet Research

Nicolas Baratte

Nicolas Baratte has been a financial analyst since 2000, covering the Technology sector in Asia mostly, and Global Tech in a couple of jobs. Nicolas has worked on the sell-side for JPMorgan, CLSA and Macquarie. On the buy-side for a Tiger fund and Prudential. Nicolas has covered Asian semiconductors, Asian hardware and components, and the global Semi supply chain. In addition to stock coverage, he also publishes research on sectors as that often shows clearer trends and pinpoints the inflection points in a sharper way. Nicolas lives mostly in Taiwan, sometimes in France and is in New York regularly.

Intel Finally Gets A New CEO: Lip-Bu Tan. Now What?

Intel (INTC.US): Exploring a Tough Journey. (III)

Taiwan Tech Weekly: Mediatek Wins Google AI Chip from Broadcom; Hon Hai to Expand U.S. Production

The Intel Drama Goes On. No Buyer It Seems, Who Would? More Wafers Made at TSMC for Longer.

Former CEO Claims Intel Is Back & Says Can We Please Stop Talking About Breaking It Up?

Intel Former Board Members Warn Against Rumoured TSMC Takeover Of Intel Foundry

Equity Bottom-Up

<ul>
<li>The return of Mr. Tan as CEO suggests that spinning off or selling  Intel Foundry will accelerate, Intel’s focus should improve.</li>
<li>It probably also means scaling down considerably Intel manufacturing plans and outsourcing more to TSMC. If you can’t beat them, join them.</li>
<li>Now is not a good time to buy Semiconductor stocks. It will take a couple of years to fix Intel’s problems. TSMC will benefit.</li>
</ul>


The return of Mr. Tan as CEO suggests that spinning off or selling  Intel Foundry will accelerate, Intel’s focus should improve.
It probably also means scaling down considerably Intel manufacturing plans and outsourcing more to TSMC. If you can’t beat them, join them.
Now is not a good time to buy Semiconductor stocks. It will take a couple of years to fix Intel’s problems. TSMC will benefit.


Intel: A Better CEO that Understand that Intel Should Fix Its Own Problems, Not Compete with TSMC

Intel Corp

Intel: A Better CEO that Understand that Intel Should Fix Its Own Problems, Not Compete with TSMC