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Chips – Intel & AMD

$INTC (-1,64%) is in early talks with $AMD (-3,56%) to manufacture some of AMD’s chips at Intel fabs, per Semafor. Most AMD designs are currently made by TSMC, which still leads in advanced tech. Any deal would likely cover less advanced chips, with no details yet on scale or investment.

1 Commento

Probably has no added value, only a deal to make the orange dictator happy, and protect from tariffs
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