While I agree their comp is abysmal, if Intel fails America is completely screwed. TSMC will never place leading edge in America and Beijing has the most advanc

While I agree their comp is abysmal, if Intel fails America is completely screwed. TSMC will never place leading edge in America and Beijing has the most advanced fabs in the world, which they’re already largely blocked from using, in rocket artillery range. None of our software roles mean anything if we don’t have hardware to run it on.