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EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

The Circuit

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Intel, TSMC, and the Semiconductor Landscape

This chapter examines Intel's financial performance influenced by tariffs and pricing strategies, while warning against the risks of a TSMC monopoly in the semiconductor industry amidst geopolitical tensions. It discusses the potential consequences of such a monopoly on innovation, pricing, and the overall competitive landscape, emphasizing the need for industry support to prevent stagnation.

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