Advanced-node fabs are the most scarce industrial asset on Earth. $Intel(INTC)$ is the only scalable Western alternative to TSM. Capable of sub-2nm production at volume. $Intel(INTC)$ is too strategic to discount.
Advanced-node fabs are the most scarce industrial asset on Earth. $Intel(INTC)$ is the only scalable Western alternative to TSM. Capable of sub-2nm production at volume. $Intel(INTC)$ is too strategic to discount.
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