[einsteinx2]

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.