(https://www.cnbc.com/2026/06/11/elon-musk-addresses-asml-employees-pushes-into-chip-manufacturing.html) on chip manufacturing ambitions, but here's what nobody's pricing: the same inference workloads running on 2+ year old nodes crush the ROI case for new fab capex. $INTC's real problem isn't foundry competition — it's that 7nm and older processes are *good enough* for 90% of deployed models.

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