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Intel Value Trap: The Potential 18A To 14A Shift In Foundry
Seeking Alpha· 2025-07-03 17:51
Core Insights - Intel Corporation is facing increasing revenue exposure in China amid geopolitical and regulatory challenges [1] - Concerns have been raised regarding the impact of U.S. semiconductor export curbs initiated in late 2022 on Intel's business [1]
X @外汇交易员
外汇交易员· 2025-07-01 03:26
#数据 韩国据产业通商资源部数据显示,6月出口同比增4.3%,达到598.0亿美元,但略低于4.7%的预期中值。韩国5月出口下降1.3%。韩国6月对美国出口下降0.5%,连续第3个月减少;对中国出口连续第2个月下降,降幅为2.7%;对欧盟出口增长14.7%,对东南亚国家的出口增长2.1%。韩国半导体出口连续第4个月增长,增幅11.6%,但为近4个月以来最慢增长。 ...