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With all of Intel's problems right now, this current shortage is a good chance to halfway catch up since they at least have their own dated fabs.
by worker767424 6y ago
With all of Intel's problems right now, this current shortage is a good chance to halfway catch up since they at least have their own dated fabs.
- exged 6y agoThe shortage is actually a direct outcome of Intel's problems. Historically Intel had by far the highest capacity for leading edge fabrication processes - just for their own CPU production. It didn't make sense for companies like TSMC to invest in additional fabs as long as Intel had the lead. AMD taking the lead and moving ~25% of x86 CPU production to TSMC is a huge shift.