Executive Summary
Nvidia halted production testing at Intel's foundries, sending Intel shares lower on December 24th. Portfolio manager Kim Farris, whose firm owns Intel, views this setback as a learning opportunity rather than a fundamental failure. Farris argues that testing against "the absolute pinnacle of chip makers" provides Intel valuable process knowledge, even if Nvidia never intended to become a long-term customer. Intel's foundry strategy faces the classic innovator's dilemma: competing against Taiwan...
Key Investment Opportunity
Intel Foundry Contrarian Recovery
Market overreacts to Nvidia rejection while Intel gains valuable manufacturing feedback and AI chip demand diversifies beyond single customer concentration
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