“Just like that we could be talking about a TSMC monopoly and the death of American‑made semiconductors forever.” Intel’s 10‑Q hints it may stop its 14A node if it can’t land big external customers. That would give the bleeding edge to TSMC, cementing Taiwan’s dominance just as AI giants (OpenAI, Google, Anthropic, Tesla) scramble for top‑tier silicon. “This is what moves the stock in my opinion more than the 15 % layoff… deciding hey we’re not even going to compete on the most advanced semiconductors.”