Geopolitically this makes a lot of sense. Will be interesting to see how China reacts as it moves forward.
If Intel is serious this time about letting third parties into their fabs then it could be quite the reversal of fortune. However, as I've said in the past Intel is most likely to do this with "alternate" process streams, in order to not expose their full capabilities to competitors.
High hopes but low expectations. Real estate in AZ could be a good investment though.
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