287 | Breaking Analysis | Decoding Trump’s Intel Pivot скачать в хорошем качестве

287 | Breaking Analysis | Decoding Trump’s Intel Pivot

In the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante takes a hard look at Intel’s turbulent moment and the political forces shaping its future. With Donald Trump signaling support for a U.S. investment in Intel, Vellante talks about what government backing could mean for both the company and the broader semiconductor landscape. Vellante zeroes in on the challenges Intel faces, particularly within its Foundry business. He explains how a potential national stake might align with security priorities while still leaving core issues unresolved. Drawing on insights from theCUBE Research and industry experts, the discussion frames Intel’s crossroads as both a business problem and a national priority. The highlight of this analysis is Vellante’s proposal to spin out Intel’s Foundry. By separating the business, he argues, Intel could attract the right capital and expertise, while positioning the United States for leadership in advanced chip manufacturing. Government involvement must ensure strategic alignment with national interests to truly change Intel’s trajectory, he emphasizes. Read more https://siliconangle.com/2025/08/16/d... Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.    • Breaking Analysis: Dave Vellante dissects ...   00:00 - Navigating Challenges and Opportunities: Intel's Strategic Evolution 02:00 - Navigating Market Dynamics: Analyzing Volume, Innovation, and Financial Strategies 04:40 - Historical Context and Financial Shifts 07:16 - Strategic Realignment and Spin-Off: Restructuring the Foundry Segment 11:19 - Strategic Volume Commitments in the Tech Industry 14:20 - Synthesis of Strategic Rationale and Domestic Manufacturing #theCUBE #BreakingAnalysis #theCUBEresearch #Intel #Semiconductors #CHIPSAct #TSMC