$Intel(INTC)$ ASML confirmed the AI hardware surge is not a short-term bubble, but a massive manufacturing cycle set to unfold over the next 10 to 15 years. That points to immense, long-term demand for Intel Foundry's new fab capacity.
$Intel(INTC)$ ASML confirmed the AI hardware surge is not a short-term bubble, but a massive manufacturing cycle set to unfold over the next 10 to 15 years. That points to immense, long-term demand for Intel Foundry's new fab capacity.
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