[asdfjklk234]

Apple has the advantage of a 5nm Taiwan process node while Intel is making 10nm chips in Oregon and Arizona. And AMD Ryzen has the advantage of Taiwanese 7nm. Apple is hogging most 5nm capacity to itself because it can use its 800lb Gorilla volume to squeeze out competitors. ("All your 5nm belongs to us or we'll do you like we did nVidia. We've shipped over 1.65 billion devices and no one can afford to say no to us. Like the British Empire of old and the Dutch East India Company we can use the modern equivalent of gunboat diplomacy to force you Asians to do business on terms most favorable to us." [The USA just sent the USS Roosevelt carrier group to the South China sea as I write this, so the old-fashioned gunboat diplomacy never went out of fashion, either.]) Anyhow, it's impressive that Intel can even be in the same ballpark using much larger and much more power hungry 10nm gates made in the good ol' USA. When Intel, AMD, and Apple are all eventually on the same final process node (3nm or 1nm or whatever) I'll be curious to see how Intel then compares. Intel stock P/E is currently a very low 11.78 while Apple is 37.09 and AMD is 42.59.

[dont__panic]

> Anyhow, it's impressive that Intel can even be in the same ballpark using much larger and much more power hungry 10nm gates made in the good ol' USA

Depending on how you choose to read this, this could also be a very strong signal that Apple still has plenty of room for optimization when node size bottoms out. Has Intel already used much of that optimization headroom? Will those optimizations necessarily transfer from 10nm to 7 and 5 and below?

[reasonabl_human]

Interesting point on the P/E considering eventual convergence on a final process node.... intel looks like a low-risk value play for the long run