Intel hopes to book a separate production line from Taiwan Semiconductor for the production of their CPUs and GPUs, just like the cooperation between Taiwan Semiconductor and Apple.
The cost of setting up a separate production line is high.Therefore, Taiwan Semiconductor hopes that Intel will pay a prepayment for the 3nm process production line, but this is not the desired outcome for Intel's discussions.
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MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.