Locator: 48315INTC.
Tag: chip shortage;
Commentary
Later, 5:07 p.m. CDT: after a moment's thought, one almost gets the feeling analysts are concerned about the wrong thing. So many folks are concerned there will soon be a glut of chips, some folks calling chips, "commodities." I'm starting to get the feeling: there may be a much bigger problem. I think folks need to consider that the real concern might be a shortage of "high-end" chips. "Losing" Intel is a huge, huge deal.
Original Post
Must-watch analysis of Intel if you missed it last night -- on CNBC "Fast Money." Many, many questions raised and many, many observations of which I was unaware. Must-watch.
Not mentioned but something to think about. The question was raised: is there an American company making chips for personal computers, and, if so, who is it?
It's not hard to make the jump. Apple is designing the chips but TSM actually makes them. So that begs the question.
Where are AMD chips sourced?
Where are Nvidia chips sourced?
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