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Navigating Market Challenges and AI Innovations
This chapter explores Intel's recent struggles amidst significant market downturns and the broader implications for the semiconductor industry. Discussions highlight the company's dual role in design and manufacturing, its ambitions to enhance capabilities like TSMC, and the ongoing demand for AI technology across various sectors. It emphasizes the need for innovative investment strategies that consider current supply and demand imbalances while identifying future growth opportunities driven by technological advancements.