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To: Vattila who wrote (35466)3/4/2020 3:49:21 PM
From: neolibRespond to of 73726
 
The problem is their process remains targeting just PC CPUs, while TSMC and I assume Samsung have perfected the art of having unique process variants at each new node, targeting mobile and HPC and more. The total $ of chips using TSMC's advanced nodes well exceeds Intel's total semi $. They can't compete anymore.

I still think fabless or fablite is in their future. Remains to be seen what Patton is up to there.