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by ksec 556 days ago
>What on earth makes you believe this is a possibility given their last 10 years?

You mean the 10 years prior to Pat? Since his arrival he plan of 5 node in 4 years has been executing well so far. The last node in that plan is 18A.

1 comments

Executing so well that they’re fabbing basically all of their current products at their biggest competitor TSMC instead of their own fabs? That doesn’t really scream successful execution to me…

As you said, 18A is the last node of that plan, so by now if they were executing well on those nodes they should be fabbing all their products on the Intel 3 and 20A processes but they’re not. In fact they don’t even have a 20A process to use because they cancelled it, so clearly that wasn’t executed well.