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Intel (INTC) is reportedly accelerating its foundry business revival through large-scale investments in advanced semiconductor packaging, specifically its proprietary EMIB technology and Intel 18A process. The company is placing "billions" in orders for materials and equipment across its supply chain, with full-scale operations and significant revenue growth expected to begin next year. Key production hubs for these investments include the U.S., Vietnam, and Malaysia, as the company aims to compete with TSMC for foundry customers.

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head of risk @thru_xyz.