$Intel(INTC)$ is becoming the

$Intel(INTC)$ is becoming the political default US foundry. Regardless of pure tech performance. US government pressure forces American companies to multi-source. $Intel(INTC)$ is the only scaled US-based alternative to TSM. Defense, AI, cloud, and government-linked workloads will increasingly route to INTC. That creates a structural demand floor, even if yields lag initially.

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