Intel Could Be the Biggest Winner of TSMC’s AI Bottleneck

A key concern for investors has been the enormous capital required for Intel’s turnaround. This risk has been substantially mitigated by a recent influx of capital and strategic support totaling nearly $20 billion. This includes funding from the U.S. CHIPS Act, a $2.0 billion investment from SoftBank, and a crucial $5.0 billion investment from NVIDIA (NASDAQ: NVDA). This financial fortification provides Intel with the stability to execute its long-term manufacturing expansion, a vital factor given that its ...