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Non-Tech : Kirk's Market Thoughts

COHR 190.88

+2.8%

Dec 22 3:59 PM EST

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To: Kirk © who wrote (12200)	10/20/2021 3:39:15 PM
From: Elroy	Read Replies (2) of 26823

I think becoming a foundry will restore Intel to leadership eventually. How do you have confidence that they will regain manufacturing technology leadership as a foundry? Isn't Intel's big problem that they are now XX years behind TSMC is semi manufacturing? The lead, once lost, is seldom "regained", right? I don't see how "becoming a foundry" allows Intel to leap ahead of TSMC and other edge leading foundries.

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