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An interview with Intel CEO Pat Gelsinger about his IDM 2.0 strategy, partnering with TSMC, the Tower Semiconductor acquisition, and learning from AMD’s success (Ben Thompson/Stratechery)

 Ben Thompson / Stratechery:

Interview with Intel CEO Pat Gelsinger on his IDM 2.0 strategy and partnering with TSMC. Also, learn from AMD’s success. Intel has been a company I have always focused on since the beginning of Stratechery.
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