It's no big deal, just a good opportunity to add positions. INTC and NVDA have always been competitors; yield ramp-up takes time. Currently improving by 5%-7% per month, this trajectory suggests it won't be clear until 2026. Cyclicality combined with geopolitical factors necessitates a diversified semiconductor supply chain. INTC is highly likely to become the true second player in the industry rather than allowing TSM to dominate alone!