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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.

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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.

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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.

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2 points

You hear it for that long because it takes a long time to build fabs.

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