Ivan Feinseth
speaker
78 appearances
3 recordings
2 series
first heard Jan 2026
last heard 23 Jan
Ivan Feinseth’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jan 2026 with 3.
Appearances
Bloomberg Talks · Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours · 22 Jan 2026
podcast
To work with everybody, because you've got to realize that most of the other semiconductor companies, even NVIDIA, Apple, all of the companies like Google, Facebook, Amazon that want their own processors, Qualcomm, they're all virtual manufacturers.
They don't actually manufacture.
They outsource to companies like Taiwan Semiconductor and hopefully companies like Intel to manufacture their processors.
You know, that I don't know.
The other companies that I like in the semiconductor sector are NVIDIA and Qualcomm.
And, you know, NVIDIA is pretty flush.
Yes, I really think it was great how it turned around after the meeting with Trump and Tan that Trump wrote a check.
And also, we have a lot of government incentives to build semiconductor manufacturing capacity here.
We have projects in Arizona, projects in Ohio.
So ideally, the U.S.
could be the semiconductor manufacturing capital for the world.
Well, I always say I wish we could solve the mysteries of the stock market by dividing two numbers, like cash flow or even PE.
Stocks go up for everything that you really can't measure.
And this is about Intel's future.
So we are going to see, if all goes well, a huge ramp up in revenue.
in expansion in margin, an increase in cash flow, and then an increase in profitability.
So I think their foundry business will ramp up significantly.
And as their new processors come to market, revenue and cash flow and profitability will also ramp up significantly.
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