[DeathArrow]

>TSMC are kind of the real star behind AMD's success. AMD is benefitting hugely from Apple and Qualcomm and others who sink a lot of money into TSMC, while Intel has to get it running all by themselves.

The best bet for Intel would be to sell the fabs like AMD did, or keep them but start attracting other customers to spread costs when optimizing for a particular node.

[simtel20]

Considering that all of the reports for the past year have been about how Intel hasn't been able to improve their process, how would they be able to sell or spin off their fabs? Who would want it?