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Some big levered hedge funds are in the process of blowing up and may have had to sell winning positions to fund margins calls. The short squeeze drama on the most heavily shorted names is putting the market in a weird state.
At 13:08 there is a side-by-side comparison of transistors cut from the SRAM arrays of each process. Is it just me or does TSMC structure look neater and more uniform? Perhaps the comparison partially indicates areas where Intel is currently struggling with?