$Intel(INTC)$
A former SK Hynix CEO has since joined Intel Foundry to help secure external customer contracts. There were also rumors about SK Hynix evaluating Intel's EMIB packaging for HBM integration. Along with Samsung, SK Hynix recently announced significant capital expenditure plans for manufacturing expansion.
It will be interesting to see how semiconductor stocks react to this IPO. Regardless of that outcome, Intel's position appears solid.
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