Easier kept than regained

30 Dec 2020 By Robert Cyran

Activist investment fund Third Point correctly diagnoses the $200 bln chipmaker’s main woe as a loss of its manufacturing edge. Separating chip design and production would help both, perhaps with a little boost from Uncle Sam. Regaining a lost tech lead, however, is hard.

This content is for Subscribers only


Email a friend

Please complete the form below.

Required fields *


(Separate multiple email addresses with commas)