The analysts have no clue about this

2021-10-29

$Taiwan Semiconductor Manufacturing(TSM)$ not sure if everyone here knows this...but the difference between INTC and GFS is that tsm is advanced node foundry and intel and global are trailing edge foundry..trailing edge might get saturated by late 2022 but leading edge is going to be scarce and only provider is tsm..leading edge is used for AI and data center chips where the highest growth is..media or analyst will never talk about it because they have no clue$Intel(INTC)$ $GLOBALFOUNDRIES Inc.(GFS)$

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