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Every story tagged Lip-Bu Tan on AI Chat Daily.
The president said on Truth Social that Apple will design and build chips with Intel in the U.S., extending a run that has lifted Intel 464% in 12 months.
The air-cooled inference GPU uses LPDDR5 memory instead of HBM, betting that cheaper silicon wins the inference market Nvidia hasn't locked down.
Wall Street is pricing a turnaround that hasn't shown up in chip yields yet, with TSMC still ahead and execution thin on specifics.
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