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Commentary: Intel’s 18A advantage undermines the case for a TSMC takeover

Pat Gelsinger’s exit as Intel’s chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced chipmaking capacity, and reinforce Intel’s “Made in America” ambitions. Reports even suggested he considered acquiring GlobalFoundries to create an end-to-end foundry service spanning both cutting-edge and mature process nodes.