Thanks, @Intel_Foundry, for letting me get on my soapbox on the importance of having both leading-edge foundries and foundry IP on US soil. Here are my quotes: "Semiconductors are really the foundation for every major industry out there. Without semiconductors, there's no AI, no cars, and even modern healthcare and weapon systems, without chips. The biggest vulnerability that exists right now is geographic concentration. Taiwan commands over 70% of the global foundry market and manufactures roughly two-thirds of the world's most advanced logic chips, and you know the risk: a military conflict, an earthquake, or a policy dispute could disrupt supply in a huge way. Foreign companies are building boundaries in the United States, but what they're not doing is the core IP that actually goes in and makes those foundries work. Intel is the only domestic leading edge technology company that brings both the intellectual property, but also the foundries." "The US economy runs on semiconductors, the way it used to run on steel and oil. You could look at the market caps of these companies, and it's absolutely gigantic, and kind of unlike steel, without the fabs, you can't, you can't just turn on a fab overnight, and I think a lot would be at stake if the US doesn't pull this off." Great to be paired with Naga and Zivit. $INTC
