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Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer

Sharp Tech with Ben Thompson

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Intel's Semiconductor Struggles

This chapter examines the challenges Intel faces in adapting to the shifting landscape of the semiconductor industry, particularly in manufacturing and foundry services. It contrasts Intel's traditional methods with competitors like TSMC and ASML, emphasizing an urgent need for cultural and operational shifts to maintain relevance in a competitive market.

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