Intel Can’t Stop Cutting

The former Chip King is cutting again in hopes of finding a path to sustainable growth.

Tim Beyers and Jose Najarro discuss:

- Intel’s big restructuring plans.- Predictions for when Intel Foundry may finally be profitable.- The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector!

Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX

Host: Tim BeyersGuests: Jose NajarroProducer: Anand ChokkaveluEngineer: Adam Landfair

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