2 points
Intel fabs can’t catch up, that’s not a recipe for success for high end chips. And that would mean they would face competition which means they’ll be dead.
3 points
Sure they can. Intel is already gearing up 20A and 18A nodes, and those should leapfrog TSMC. Not that TSMC is staying still, either, but Intel will likely have the world’s best density for a while.
1 point
Meeh I’ve been hearing this in investor meetings for too long. If it was half true they wouldn’t be so behind in their current node in stores.
2 points