Replies to post #128293 on Intel Corp (INTC)

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I don't think you understand...Apple and Qualcomm are royalty over at TSMC and will get all of the capacity that they need. That's why TSMC is spending so much on capex.

Let me reiterate: the big ARMH customers will get exactly what they want as quickly as possible. The big ARMH customers are Intel's problem.