gogogoFor
10-23

$Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ 's main problem has been that it sequestered itself into a niche in both design and in manufacturing. Meanwhile, TSMC makes chips for mobile phones, AI accelerators, CPUs for servers, and the list goes on. It is in a much better position than Intel ever was, in my opinion. That doesn't mean that things can't go wrong of course, just that, with the benefit of hindsight, I think Intel was in a less advantageous position back then than TSMC is now.

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