>>21556459Intel is in the process of collapsing.
Of course TSMC is going to continue to get its corners shaved at because of their continued operational effectiveness.
Intel Foundry is in serious trouble - for them to not go bankrupt they're going to need extreme change, like Samsung buying them out or something. They're shutting down fabs because of the lack of demand. Do you understand how cripplingly expensive that is?
INTC design is having whole teams dismissed, top talent is/has been leaving in droves, they're going to continue to loose market share in server to AMD.
I've been hearing ppl talk that US gov't is increasingly dissatisfied with INTC's ROI on CHIPS meanwhile Samsung and TSMC are showing exactly the kind of progress CHIPS is intended to accomplish.
I won't be interested in INTC personally until we see the breakup/buyout/restructuring of the company together with serious, proven new leadership something like AMD with Lisa Su & the first Ryzen release to show they have a profitable growth model vs. their competition.
