[simonh]

I think the point is if TSMC develops a new node they will find customers for it, and they compete with other foundries on node.

With intel their foundries only have internal customers, who can only go to their internal foundries. There’s no competitive pressure on the foundries, and if they are ready early that’s wasted capacity. So so capacity and technology planning is based on a common road map to meet the needs of their slowest (er, I mean only) customer.