$Intel(INTC)$ INTC has proven itself again as the technology leader in fab, and especially in packaging. But the bigger value, from where I stand, is its role as the key chip manufacturer within the U.S. Defense Industrial Base. If you ask AI to list the major approved participants, it's worth considering that all of them could become INTC customers in the near future, since no other advanced chip maker is likely to qualify for the clearances INTC already holds.
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