[tivert]

> If Intel pulls off DSA, they will be using a newer generation of technology compared to TSMC using an optimized older generation. Could TSMC still make better chips? Maybe. But Intel will likely be better.

Is Intel working on "an optimized older generation" as a backup plan? I don't follow semiconductors very closely, but my impression is the reason they're "behind" is they bet aggressively on an advanced technology that didn't pan out.

[Golden_Wind123]

From what I remember the aprocyphal story is that Intel dragged their feet on adopting EUV and instead tried to push multi-patterning past it's reasonable limits.

If that's the actual root cause, then Intel's lagging is due to optimizing their balance sheets (investors like low capital expenditures) at the expense of their technology dominance.