$Taiwan Semiconductor Manufacturing(TSM)$ Looks like AMD $Advanced Micro Devices(AMD)$ , NVDA $NVIDIA Corp(NVDA)$ , ARM $ARM Holdings Ltd(ARM)$ and others will all be signing contracts with INTC $Intel(INTC)$ to makes its chips for them for the DOD mandate for national security reasons , because it looks like TSM is having trouble building its plant in AZ and it will be to late.
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