Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips. https://stratechery.com/?s=intel https://stratechery.com/?s=intel They were talking about

Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips. https://stratechery.com/?s=intel https://stratechery.com/?s=intel They were talking about this in 2013 https://stratechery.com/2013/the-intel-opportunity/ https://stratechery.com/2013/the-intel-opportunity/