By: DylanP (DylanP2.delete@this.gmail.com), June 12, 2022 9:52 pm
Room: Moderated Discussions
Really great write-up David. Intel has come a long way in the last few years, and Intel 4/3 looks like Intel should be competitive with TSMC in 2023. Between TSMC having delays and Intel ramping up their node release cadence, we might finally see Intel return to their glory days after their long 10nm struggles. If all goes well, Intel foundry services will certainly poach clients from Samsung in the next couple of years, and price conscious ones (like Nvidia and Qualcomm) from TSMC.
Looking forward to your next post.
Looking forward to your next post.