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

The Circuit

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Intel's Strategic Crossroads

This chapter analyzes Intel's financial call and its implications for the company's future in chip manufacturing. It contrasts Intel's indecision with TSMC's market dominance, raising concerns about reliance on external partnerships and the potential loss of competitiveness. The discussion highlights the need for a strategic shift back to innovation amidst evolving industry dynamics and financial pressures.

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