Damn. This can not be good news for intel. They just can’t catch a break.
Blarghnog on
This is a profound game changer. Wow. Its actually happened and it’s operational.
tempacc_nit on
I am trying to come up with ideas how intels stock could go back up in 24-25 and the only thing I can come up with is if Apple announced they were going back to using Intel with Panther lake.
torta_di_crema on
In the current market this means TSM stock goes down 8% at open
AIrobots_ on
Soon Intel’s facility will be operational.seems like tsmc has more market share for the time being .
anotherloserhere on
Why hasnt the intel ceo been fired yet and the position open? Hell, I can do a better job than him.
delorean_1981 on
So China invades Taiwan now that we don’t need them?
CoffeeBlowout on
It’s time Intel sells their fabs. They’re already using TSMC for Lunar Lake and upcoming Arrow Lake. They both look great. Just go the way of AMD and sell the fabs. Make TSMC foot the cost of running the fabs. And reap the benefits by selling the product.
Unfortunately TSMC isn’t dumb and it’s only a matter of time until they are telling their customers chips are now 500% more expensive than they were before given they’re the only player left in town. We will all get to enjoy playing more money for our new chips in our new phones or laptops or desktops.
pnwguy1985 on
Puts on Taiwan? Sadly
Yogurt_Up_My_Nose on
just so regards don’t get mixed up. this doesn’t mean it can produce as many chips as TSMC does in Taiwan.
DocHolidayPhD on
Well this insulates NVDA from the China threat…
AudienceDue6445 on
Too bad the workforce is untrained and will take several years to get up to speed.
KissmySPAC on
Title is misleading. It’s just the 4nm and they are moving into the 2-3nm.
13 Comments
Damn. This can not be good news for intel. They just can’t catch a break.
This is a profound game changer. Wow. Its actually happened and it’s operational.
I am trying to come up with ideas how intels stock could go back up in 24-25 and the only thing I can come up with is if Apple announced they were going back to using Intel with Panther lake.
In the current market this means TSM stock goes down 8% at open
Soon Intel’s facility will be operational.seems like tsmc has more market share for the time being .
Why hasnt the intel ceo been fired yet and the position open? Hell, I can do a better job than him.
So China invades Taiwan now that we don’t need them?
It’s time Intel sells their fabs. They’re already using TSMC for Lunar Lake and upcoming Arrow Lake. They both look great. Just go the way of AMD and sell the fabs. Make TSMC foot the cost of running the fabs. And reap the benefits by selling the product.
Unfortunately TSMC isn’t dumb and it’s only a matter of time until they are telling their customers chips are now 500% more expensive than they were before given they’re the only player left in town. We will all get to enjoy playing more money for our new chips in our new phones or laptops or desktops.
Puts on Taiwan? Sadly
just so regards don’t get mixed up. this doesn’t mean it can produce as many chips as TSMC does in Taiwan.
Well this insulates NVDA from the China threat…
Too bad the workforce is untrained and will take several years to get up to speed.
Title is misleading. It’s just the 4nm and they are moving into the 2-3nm.