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Re: ibc post# 132395

Tuesday, 04/22/2014 11:32:24 AM

Tuesday, April 22, 2014 11:32:24 AM

Post# of 151772
Beyond enabling a stronger competitive position for Samsung in mobile devices, we continue to view TSMC disruption as a positive for MU, SNDK, and INTC.

how is another 14nm foundry positive for intc? just because it suppresses tsmc revenues and future expansion?
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