This opens the door to a cascade of customers. Once $NVIDIA(NVDA)$ and $Apple(AAPL)$ move, $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Qualcomm(QCOM)$ , $Advanced Micro Devices(AMD)$ , $Broadcom(AVGO)$ , $Tesla Motors(TSLA)$ become much more likely. Especially for entry-level chips, I/O dies, and packaging-only engagements. $Intel(INTC)$ does not need all of $Taiwan Semiconductor Manufacturing(TSM)$ 's business—just a slice from each customer to drive meaningful revenue growth.
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