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$INTC Intel is shifting from “making a living by their own CPUs” to a “dual-engine of CPU + foundry.” The short-term plunge is driven by profit-taking and an emotional pullback, but the medium- to long-term order trend is upward—especially with the dual boost of U.S. onshore manufacturing and AI infrastructure.
Do you think this round for Intel is a real turnaround, or will the foundry story have to wait for another few years?👀