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AI chip demand boosts Nvidia: Will it spark a chip stock rally?
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Intel's 18A yield should be able to compete with Taiwan Semiconductor.

Nvidia will definitely let Intel produce chips for the 18A. After all, Taiwan Semiconductor's orders have been delayed for too long. Moreover, the US government has always encouraged American companies to turn to Intel for outsourcing. Based on the two announcements today, it can basically be determined that there are no issues with the 18A and it can be produced on a large scale.
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