$Intel(INTC)$ When $Alphabet(GOOG)$ $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ design their chips themselves and create a massive net loss in chip designers who fares better? Intel who has a foundry (the thing those companies will need) or $Advanced Micro Devices(AMD)$ and $NVIDIA Corp(NVDA)$ who have only the design part of business?
Intels move to get the equipment to not only compete with but beat TSM is a very good move.
Short term pain for massive gains. [Cool][Cool][Cool]
AI Companies and Industry DIG
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