Intel's Most Overlooked Edge Over TSMC Starts With Pat Gelsinger's 'Great Depression' Warning
Pat Gelsinger says Taiwan's energy vulnerability highlights Intel's overlooked advantage over TSMC: its manufacturing footprint.
Intel's leader says having factories in many countries (instead of just Taiwan) is actually a big advantage, because it means Intel isn't as risky if energy or other problems happen in one place. When you look at chip companies, think about where their factories are—companies spread across different countries might be safer to bet on.
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