Intel Corporation
做空

INTC

272
Stocks rally after rumors of chip production for Apple and why fundamental problems lurk behind the hype.

Rumors of a partnership are indeed developing, but without official confirmation and with a very long horizon

Key caveat: this only applies to manufacturing (fabrication), not design. Apple will continue to design chips, and Intel will become a manufacturer alongside TSMC.

The report clearly reveals systemic problems

Intel Foundry—a budget hole.

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