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"Long slope and thick snow" refers to my strong long-term optimism, but also the need to be clear-headed about short-term profits and margin expectations.
Chen Liwu could easily speculate in stocks now; simply reduce production and raise prices, and the margin, profits, and stock price would immediately soar. But is this what long-term investors and the industry expect from him?
Lipbu Tan has grand ambitions, buying at such a significant industry bottom. Even if he can't become the next Steve Jobs, he should at least surpass Lisa Su.

Herman Jin
@ShanghaoJin
01-24
别瞎解读,我说下INTC看法
1. 缺货CPU不是18A,而是intel 3/7
2. 产能瓶颈在packaging,虽然技术不高,但非全自动的,产能提高很慢
3. 晶圆厂供不应求之际选择盈利与margin不一定是最优解。可能更好的途径是增产、爬良率,为今后打基础
晶圆厂非一蹴而就,不能既要还要
INTC长坡厚雪 x.com/kayliatyyy/sta…
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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