$Intel(INTC)$ I don't own any

$Intel(INTC)$ I don't own any INTC but I don't think many on here realize how ABSOLUTELY DESPERATE the major fabless chip cos are for a second source of leading edge fab services. Intel being USA-based is a bonus cherry on top. There's a whole industry that wants Intel to succeed and will tolerate bumps in the road along the way. Low initial yields on a new node are not unheard of and it would be wrong to think of this news, even if true, as a death sentence for Intel. That said Intel has already told us not to expect profits from this venture for several years so IMHO shares don't look like a great opportunity here.

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