R
1 day ago, 09:20 AM
The interesting part isn't that Intel wants foundry customers, everyone knew that. It's that TSMC's own bottleneck is what's forcing the conversation, not Intel's sales pitch. When your biggest rival's capacity constraint becomes your marketing department, that's a different kind of opportunity than usual.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.