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Jose Valcourt @HedgeyeChips on x XX followers
Created: 2025-07-25 12:45:53 UTC
As I said, you have to wait and see. Down X% pre-market. Abandoning 14A is not ideal as their foundry revs were weak. $ASML even said their first High-NA EUV customer was $INTC for 14A node.
Consider the broader implications across the whole space.
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