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The Foundry Disconnect: Intel Nails the Transistor, But TSMC Holds the Keys to Yield and Scale.
Source: 247wallst.com
Company FundamentalsCorporate EarningsTechnology & InnovationAntitrust & Competition
Intel can build a transistor that rivals global peers, but its foundry business is losing billions while TSMC attracts hundreds of outside customers. The latest earnings reports highlight a gap in foundry customer traction that transistor specifications alone have not closed.
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