ColinThorndike
2023-12-05

This is a pumped stock. Intel $Intel(INTC)$ is 3 generations behind TSM $Taiwan Semiconductor Manufacturing(TSM)$ - 10nm vs 3nm. CEO renamed 10n into Intel 7 and 7n into Intel 5 - that's progress?

Apple $Apple(AAPL)$ , AMD $Advanced Micro Devices(AMD)$ and Qualcomm are all using TSM and ARM $ARM Holdings Ltd(ARM)$ gunning for Intel which already lost Apple which is never coming back. TSM 3nm is so much more power efficient than Intel 10nm. Look at the facts not at cool aid CEO is selling. Rosenblatt had it right at sell.

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