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Intel & U.S. SHIELD — Audit / Risk Committee View.
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Defense Readiness — Intel vs TSMC vs Samsung. Capability.
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Implications for Intel Foundry Services (IFS) Roadmap.
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Investor View — ROI & Competitive Moat. 💰 ROI Drivers Multi-year, government-backed revenue streams Higher utilization of U.S. fab capacity Improved visibility on CapEx payback Pricing power in high-trust segments.