>Intel reported record quarter every quarter for the last 2-3 years.
Due to high demand on people needing 30%+ more processing power after they lost 30% perf due to Spectre/Meltdown. When they get the manufacturing and supply up to a resonable standard, they'll start building inventory and start selling cheaper chips again. Margin and ASP will decrease, and investors will sign out
Intel reported record quarter every quarter for the last 2-3 years.
Fabless semiconductors are doing better than ever - nVidia, AMD, Apple, Qualcomm, Google TPU etc.
Most of the high performance ARM SoCs come from Apple and Qualcomm, both American companies.