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"With the Pilot Production of Intel Next-generation Panther Lake Processors Not Performing as Well as Expected, Sources From the Upstream Supply Chain Have Rumored That the CPU Giant Will Continue to Place Orders With TSMC, Which Should Benefit TSMC's...
KianSoh : If they embrace ARM RISC / ARM64, and design hybrids of X86-ARM64 for seamless VM operations. Maybe, but if they don’t, and stay in x86, without thinking of mobile solutions, then they are in a very difficult position.