Broadcom is the #2 in AI hardware play.
Intel is on life support. You have to decide what you want from intel. You want foundry or design?
If you want foundry, then are you guaranteed to get some foundry share when it is split? at 6B$/quarter of fixed costs intel is fast running out of runway to fly. Only USG can fund this cash guzzler. THey are doing furniture sale now… mobileeye,altera etc is on sale it appears.
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