$Intel(INTC)$
Intel has caught up to TSMC in technology. Intel 3 is at par or better than TSMC N3. Now its just a matter of time before IFS builds out the fabs, equips them and gets customers to use it.
Every U.S based chip design company will contract out with IFS. Its a necessity especially with the China/U.S cold war heating up and the West vs East geopolitics plays out.
The way I look at it is INTL NVDA $NVIDIA Corp(NVDA)$ AMD $Advanced Micro Devices(AMD)$ are not going away. NVDA is way to high to buy in at this price your risk vs reward is not good AMD is mid range on reward and at this current prices i believe ill go with intel.
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