To put it simply, this problem ultimately boils down to a production capacity bottleneck.
Demand for computing power is unprecedented, and I can see it still accelerating upward.
Even if I’m holding $INTC , I don’t think there’s much to criticize about Musk teaming up with TSMC.
Everyone should be clear: most of the logic behind $INTC basically relies on the world’s three major fabs to carry the load, doesn’t it?
Demand for computing power is unprecedented, and I can see it still accelerating upward.
Even if I’m holding $INTC , I don’t think there’s much to criticize about Musk teaming up with TSMC.
Everyone should be clear: most of the logic behind $INTC basically relies on the world’s three major fabs to carry the load, doesn’t it?
