I am sensing an acceleration of Intel’s demise, Intel’s financial condition continues to weaken (while TSMC’s is skyrocketing), Intel’s product development keeps slipping (while TSMC’s is on or ahead of schedule), Intel is cutting staff and reducing expansion (while TSMC is aggressively hiring and expanding), Gelsinger’s tiresome rhetoric is falling on investors and analyst’s deaf ears (while TSMC is attracting investors and analyst’s support). If Intel doesn’t score a win soon, they may be forced to become TSMC’s largest foundry customer.
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