Brilliant breakdown of the asset-light play here. The part about UMC avoiding depreciation drag whlie Intel fills idle capacity is genius, basically a win-win where geopolitical hedging meets financial engineering. I dunno if people realize how much the 'Made in USA' premium matters for automotive Tier-1s though, they'll def pay extra to dodge tariff exposure.
Brilliant breakdown of the asset-light play here. The part about UMC avoiding depreciation drag whlie Intel fills idle capacity is genius, basically a win-win where geopolitical hedging meets financial engineering. I dunno if people realize how much the 'Made in USA' premium matters for automotive Tier-1s though, they'll def pay extra to dodge tariff exposure.