INTC Foundry Business & TSM: Stronghold for Potential Rebound
Schwab Network · Schwab Network
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Show Notes
"There's more value in this name than anyone is recognizing at this point," says Kim Forrest when asked about Intel (INTC). According to her, Intel's key catalyst will be its foundry business that's gotten the attention of TSMC (TSM). The deal is one Kim believes will lead many companies to ask the question, "should we build, or should we buy" chip manufacturers?
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