$Intel(INTC)$ It's very simple

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$Intel(INTC)$ It's very simple. When Intel lost manufacturing edge, chip performance suffered and the Fabless guys had a field day using $Taiwan Semiconductor Manufacturing(TSM)$ and gaining market share. It takes time and money to regain process leadership and Pat spent some cash and now 18A is being readied for Panther Lake. On a level playing field, Intel's chips outperform and gain market share back. It's that simple.

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