$Intel(INTC)$ ASML explicitly

$Intel(INTC)$ ASML explicitly called out stacked transistors and vertical circuit designs as the necessary path forward once traditional scaling hits its limit. That lines up pretty well with Intel's current roadmap, with RibbonFET and EMIB/Foveros 3D packaging. Intel is building exactly what the equipment monopoly says is required for the next decade of AI.

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