For more on what this means for Intel and for America's semiconductor industry, let's bring in Bernstein Stacy Rascott. Stacy, want to get your thoughts on this. Is this good for Intel.Well, I mean, it's good in the sense that they're getting dollars that they, you know, may or may not have gotten otherwise. But at the same time, if they were supposed to get those dollars before, they were going to get them for free, and now they're giving up presumably 10% of the company for them. Um, I think the biggest i ...

Company Performance & Strategy - Intel's ability to lead the semiconductor industry in the U S is questioned, despite past successes and current capabilities [1] - Intel's CEO is under pressure to deliver a turnaround story, having been in the job for only four months [2] - Intel's commitment to building plants in Ohio is uncertain, undermining the narrative of bringing chip manufacturing back to the U S [3] - Intel's stock is down approximately 37% today and nearly 2% year-to-date, reflecting investor concerns [7] - Uncertainty surrounding Intel's future is detrimental, as the company needs signs of progress [9] Geopolitical & Political Pressure - Intel's CEO has not been visible at White House events, unlike CEOs from Nvidia and AMD [5][6] - The U S government is focused on national security concerns related to China, impacting the semiconductor industry [10] - Semiconductors are a central tool in the geopolitical rivalry between the U S and China, particularly with the rise of AI [11][12] - Depriving China of advanced semiconductors is a top priority for the U S government [12] - Politicians are paying close attention to Intel's actions and their alignment with national interests [3]

President Donald Trump met with Nvidia CEO Jensen Huang at the White House, as he readies sweeping new tariffs on semiconductor imports https://t.co/RCcpwwvno6 ...

Malaysian semiconductor designer SkyeChip is “close” to an initial public offering after posting consecutive years of revenue and profit growth https://t.co/iJeNdYPSur ...

Agriculture & Rice Export - Vietnam's rice exports are projected to reach 5.8 million tons in 2024, generating approximately $5 billion in revenue [2] - Vietnam is consistently ranked among the top 3 largest rice exporting countries globally [2] - Vietnamese rice has been recognized as one of the most delicious rice varieties in the world, exported to 150 countries and territories [3] Semiconductor Industry & Opportunities - Vietnam has a historical context in semiconductor manufacturing, with the establishment of the Z181 factory in 1979, supported by technology from Europe and Japan [6] - The Z181 factory produced advanced semiconductor components and exported them to Eastern Europe, meeting domestic needs [6] - FPT is among the first companies to commercialize Vietnamese chip products, focusing on PMIC (Power Management Integrated Circuit) chips [10][11] - PMIC chips are essential for managing and optimizing power distribution in electronic devices, similar to the role of the heart in the human body [11][12][13] - Vietnam is currently positioned to participate in the semiconductor ecosystem, presenting a significant opportunity [18] - The Vietnamese government is developing two strategies for the semiconductor industry: human resource development (aiming for 50,000 semiconductor engineers by 2030) and industry development [20] - Several Vietnamese companies are transitioning to create opportunities in semiconductor research, production, and development [21]

Let's bring in Bernstein senior analyst Stacy Rasc. Stacy um you know when it comes to really I guess the marquee names the the sort of acknowledged leaders in uh the AI story Nvidia Broadcom it feels as if not much has changed over the last several months except for investors perception of how much risk there is to that story. That's exactly it.you you go back five or 6 months beginning of the year, especially around, you know, the deepseek moment. Um, people thought the AI trade was over, right. They thou ...

You think this is perhaps more of a marketing ploy. Yeah, that's that's where the, you know, the skeptic in me thinks it's it's a little bit more of that. I mean, you never want to underestimate SoftBank.And when it comes to A. I. and robotics, I think there's a lot of interest, particularly from the capital markets.But, you know, the size and the scale seem a little bit trumped up, so to speak. I think in the timing I would question as well, like and that's why I don't think you're seeing the stocks move a ...