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by amelius 539 days ago
No, you have to read more of the thread to understand why I asked it.

> TSMC have red hot demand, it’s not hard to understand their urgency in setting up new fabs, wherever they may be. Intel don’t have the same incentive (...)

2 comments

The issue is even if Intel builds these fabs it's not a guarantee they get the customers.

This is Intel's real problem.

They are also a competitor to many of their potential customers.

So, Intel needs to advance their foundry tech and they still may not get customers.

They set up a 3nm fab in the US in less than two years. That seems pretty urgent on TSMCs part...