$Advanced Micro Devices(AMD)$
If AMD takes Intel over , AMD can get rid of the BOD and sweep out deadwood.
Maybe Intel will sell x86 designs to Qualcomm so Qualcomm can act as second source of x86 in compliance with regulators . AMD can work with legacy Intel customers. no matter what.
AMD is giving up on gaming GPUs to focus more on AI chips which tells me obviously that AMD have to make choices on what chips to order from TSMC.
now with Intel Fabs in bag, AMD can make anything they want to.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.