[hardware2win]

Well, it is not like they arent aware of it.

They were pretty open about this on some earning calls and how do I see it?

I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc

[j_walter]

I see TSMC and Intel cost structures all the time...they run fabs very differently and the costs are no where near close to each other. When running a foundry the main component of being competitive is price and yield. Intel will struggle with both...mark my words.