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xetex

Re: None

Saturday, 03/10/2018 2:26:04 PM

Saturday, March 10, 2018 2:26:04 PM

Post# of 151629
Remarks on Intel/China (SAlpha opinion):
"Intel and Micron decided to dissolve their 3D NAND partnership earlier this year. Tsinghua Unigroup is now Intel's best hope to improve its lowly position in NAND memory sales. The Chinese government's desire to use less imported semiconductor parts is an important tailwind for Intel. Intel's willingness to boost this ambition of China further endeared it to the rulers of that country."
https://seekingalpha.com/article/4152860-intel-happy-boost-chinas-domestic-semiconductor-industry

Notice that in this deal, Intel is just selling SKUs to Chinese, not designs and mfg IP. Comments?
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