Intel's 10% stock drop is all about losing investor confidence. They've been given a pass for delaying 10nm for years in part because there was no competition a

Intel's 10% stock drop is all about losing investor confidence. They've been given a pass for delaying 10nm for years in part because there was no competition and assurances that it was a one-off thing and they have learned their lesson. This delay threatens that narrative and instead suggest that Intel hasn't learned from their 10nm debacle.