$Intel(INTC)$ tsmc has and is increasing its prices on wafers, the Taiwanese currency has just appreciated in value by 30 percent against the dollar, Trump already announced 25 percent tariff on foreign semiconductors which will possibly go up to 100 percent tomorrow. Well, I thinks some of the biggest customers of tsmc will inevitably turn to Intel for its 18 and 14 a and its variants. The current valuation of Intel is absolutely absurd and it should go up considerably. Or I am wrong.

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