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They are specifically spending an additional $4B with ASML
There is NOTHING one can do to cure stupidity - you red the Q&A?
We purchased $11 billion in capital assets, primarily building and equipping leading edge factories and made a $3 billion strategic equity investment in ASML.
So, let me get this straight... You think Intel having to spend an additional $4B ON TOP OF the annual $11B in capex just to keep its lead is a POSITIVE?