I'll stick with TSM! There's a few folks out there that are pumping up Intel thinking it's going to be a near term play.... which I believe that's all. Intel might look OK a few years out and that goes for GFS and a couple more! As far as Chin's big invasion, TSM is loading up on Capacity in the US with a little bit of Gov't money. I'll admit I own TSM and a couple others in the space and I'm long.... but we'll see!
$Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$
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