EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
The Circuit
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Challenges in Semiconductor Asset Sales and Market Competition
This chapter explores the intricate dynamics of asset sales within the semiconductor sector, with a focus on TSMC and Intel. It discusses TSMC's strategy of acquiring specific assets and the potential advantages for Global Foundries, while examining the challenges posed by increasing wafer costs on Intel and AMD's competitiveness.
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