TSMC dominates the contract chip manufacturing market and is crucial to global tech supply chains. However, geopolitical dynamics could allow Intel to quickly gain share in the foundry market. Intel is a leading player in the design market for PCs and CPUs, operating a chip foundry unit as well. Despite slow growth, Intel’s new manufacturing processes have investors optimistic about its future. China’s 2027 target date to control Taiwan poses a risk to TSMC’s operations, impacting global supply chains. Intel could benefit from diversifying semiconductor supply chains in such a scenario.

For more information, read “By 2027, This Could Be One of the Most Important Stocks in Its Industry” by The Motley Fool.

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