$Intel(INTC.US) Reportedly Considering Dropping Glass Substrate Project, Eyes External Sourcing
While I don't disagree with the move here, this is a rather dramatic shift in their Glass Substrate narrative, as they has been selling this as a proprietary in-house technological solution.And more fundamentally, this brings into question what their competitive advantage will be if they just buy glass substrates off the shelf.Source: Chips & Wafers
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