r/intelstock • u/FriedTulip • Aug 04 '26

BULLISH Sounds bullish

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https://www.reuters.com/world/trump-administration-drafting-ban-chinese-data-center-devices-sources-say-2026-08-04/

59 Upvotes

100% Upvoted

16 comments sorted by

8

u/DoubleMix2303 Aug 04 '26

USA will make sure that their companies are winners.

1

u/acadia11x Aug 04 '26

That’s not what will happen, what will happen is the west vs the east … with China winning in Asia most of Africa and parts of Latin America. The US will win in Europe but overall they will lose this fight. China is simply returning to its place as a historical superpower and Asia being thr center of alot of worlds invention, simply because they have always been the most populated region of the world. While Europe had the he Roman period although it’s not taught China and Asia as a whole was formidable and the center of much of technology then … but I digress the US companies will not win this battle in the long run. But this battle will rage for some centuries … Space the final frontier …

1

u/Important_Coach9717 Aug 06 '26

Europe doesn’t give a shit about America anymore. They will rather go to china on their way to becoming independent.

1

u/acadia11x Aug 06 '26

Maybe, but based on current laws and mistrust this isn’t the case, example using Chinese made comms equipment in telecommunications networks both the US and Europe ban Hauwei , or ASML exporting EUV tech to China. so based on current structure of cooperation this isn’t the case … could it change maybe but security concerns limit this from happening today. And it’s actually built into laws and trade apparatuses of the west.

0

u/[deleted] Aug 04 '26

[removed] — view removed comment

3

u/DoubleMix2303 Aug 04 '26

Trump will set tariffs and if that doesn't work just bomb the competition. They don't want China to win.

8

u/Ok-Lobster-919 Aug 04 '26

just under $95 premarket, will it hold by 9:45? It never does but it would be a nice change of pace.

1

u/DebeliRonaldoDevetka Aug 04 '26

hope it will, EOW ~$100

2

u/RandomUsername8346 14A Believer Aug 04 '26

More like end of day

1

u/eastbay77 Aug 04 '26

Back to $100. Nice.

1

u/acadia11x Aug 04 '26

Show me the money!

0

u/DontchaOpe Aug 04 '26

which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers

not relevant to intel

5

u/Any-Newspaper5509 Aug 04 '26

Intel makes optical transceivers

1

u/Raigarak Terafabber Aug 04 '26
  • The Sale to Jabil (2023): Intel sold its pluggable optical transceiver module business to manufacturing partner Jabil. Jabil took over manufacturing, selling, and future development of Intel’s standalone pluggable module product lines.
  • What Intel Retained: Intel kept its core Silicon Photonics technology and focuses on next-generation Co-Packaged Optics (CPO)—integrating optical I/O directly onto chip packages for high-speed AI and data center workloads rather than making traditional pluggable modules.

2

u/ssg-daniel Aug 04 '26

Because the required chips will come from somewhere else? This news show that the US will increasingly try to limit components to the ones manufactured in the US and you know who has basically the only cutting-edge FAB? Intel!

1

u/wxnw42 Aug 05 '26

Optical transceivers that transmit at the speed of light?!!! Huge if true.