$Intel(INTC)$ I see Intel as a national treasure, indispensable. TSMC/Taiwan will likely come under China's control eventually, it's only a matter of time. After that, there's no way for the USA, EU, and the West to manufacture advanced chips under the threat of potential sabotage, bugging, spying, etc. from China. US defense systems, nukes, carriers, jets, missiles, as well as AI chips, data center GPUs, CPUs, and more, cannot be produced under those conditions.
To me, Intel appears to be the only viable option for the Western world regarding the approximately $2 trillion AI/data center chip market for the USA, EU, UK, Canada, and others. This also encompasses the ongoing cycle of replacing, redoing, and upgrading those chips.
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