There's a company nearly every chipmaker relies on that doesn't actually make anything tangible. Yet, its Blockbuster IPO in September valued it above 54 billion. It's the largest public offering in over 2 years.The valuation of the company has tripled. If you have a smartphone in your pocket or in front of you, you have an ARM circuit somewhere inside of it. We are the CPU, the heart of everything. They're the winner of the CPU side.the foundation models, the software, it's moving far faster than the hardw ...

RT Bloomberg Live (@BloombergLive)Is Europe playing catch-up or are they ready to compete in the Chip War?Join us on the opening night of Bloomberg Tech for a live debate moderated by Bloomberg’s @CarolineHydeTV.📱 Find out more: https://t.co/R8JoWZnk6N https://t.co/QZgv61sbLi ...

Market Trends & Government Intervention - Intel's stock performance has seen a 19% increase this week, potentially influenced by President Trump's focus on Lip Bhutan [1] - The discussion suggests Intel could become a significant foundry business, similar to Taiwan Semiconductor Manufacturing [2] - The Trump administration's focus on national champion companies and bringing back manufacturing to the US aligns with potential government support for Intel [3][5] - Government taking a stake in a company typically doesn't lead to stock rallies, unlike the observed 8% increase [4] - The administration might have been considering investing in Intel while publicly criticizing them [4] - Concerns arise from Lip Bhutan's relationships in China, emphasizing the US versus China tech war and the need for Intel to prioritize US concerns [7] - Government ownership could provide more control over Intel, which might be necessary in the current geopolitical climate [7][8] Financial & Strategic Considerations - The idea of government taking stakes in companies outside of a crisis is unconventional, especially post-Great Financial Crisis [9] - The government's potential stake in Intel is viewed as a strategic move, similar to the 15% stake in MP Materials [11][12] - The discussion highlights the potential for the government to take stakes in other strategic companies [12]

As the chip war between America and China heats up and global demand for semiconductors soars, Penang is poised to get rich https://t.co/uWfAhyr4lI ...