Intel：買入 AI CPU 瓶頸期紅利，將晶圓代工視為看漲期權 (NASDAQ:INTC)
· seekingalpha.com
隨著 AI 需求提升毛利且 18A 製程量產降低成本，Intel 正迎來獲利轉折點。點擊閱讀為什麼 INTC 股票目前值得買入。
The single best reason to be optimistic about Intel ( INTC ), and why we should not expect a sudden transformation into TSMC, is that Intel's product businesses...