“Intel's packaging edge and node turnaround make it wildly underpriced; should be a trillion-plus market cap.”
“increasingly Semis isn't driven by nodes at all. Intel, it's actually being driven by packaging. And this is a case where I've really been hammering that TSMC is not investing at all and they're really behind the 8-ball on packaging. And this is why Intel is going to win.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.