Great read! I left a comment on X about some Intel packaging jobs in AZ I've been curious about and haven't really been able to get anywhere with. I wrote a bit more detailed about it on Intel stock subreddit a few days ago so won't rehash. It could well be nothing besides normal behavior, I don't know the industry super well. But still haven't found any explanation on what those teams and hirings do/support if not qualify/low volume external packaging orders before sending to HVM.
Thanks for this — the packaging and systems angle is rarely explained this clearly, this is very interesting. I recently looked at Intel from the financial statement side by connecting margins, capex intensity and free cash flow across cycles, and it’s fascinating how different the picture looks when you follow the cash dynamics alongside the technology story.
Thanks. I'm in intc bc eliant likes them and I see the potential. I have 3% or so between snps cdns Lin Entg and besiy. You have any opinion on those names.
Great read! I left a comment on X about some Intel packaging jobs in AZ I've been curious about and haven't really been able to get anywhere with. I wrote a bit more detailed about it on Intel stock subreddit a few days ago so won't rehash. It could well be nothing besides normal behavior, I don't know the industry super well. But still haven't found any explanation on what those teams and hirings do/support if not qualify/low volume external packaging orders before sending to HVM.
Good eye!
Thanks for this — the packaging and systems angle is rarely explained this clearly, this is very interesting. I recently looked at Intel from the financial statement side by connecting margins, capex intensity and free cash flow across cycles, and it’s fascinating how different the picture looks when you follow the cash dynamics alongside the technology story.
Thanks. I'm in intc bc eliant likes them and I see the potential. I have 3% or so between snps cdns Lin Entg and besiy. You have any opinion on those names.
Thanks for noticing that!!