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

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

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

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

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

Equity Bottom-Up

<ul>
<li>Following Broadcom CEO saying “no” and TSMC investing another US$100bn in Arizona, speculations of an Intel takeover have subsided.</li>
<li>On the increase, rumors of further Intel 18A delays and production push out. This means more outsourcing to TSMC for longer as mentioned by Intel’s IR last week.</li>
<li>Now is not a good time to buy Semiconductor stocks, but AMD and TSMC will benefit.</li>
</ul>


Following Broadcom CEO saying “no” and TSMC investing another US$100bn in Arizona, speculations of an Intel takeover have subsided.
On the increase, rumors of further Intel 18A delays and production push out. This means more outsourcing to TSMC for longer as mentioned by Intel’s IR last week.
Now is not a good time to buy Semiconductor stocks, but AMD and TSMC will benefit.


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

Intel Corp

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