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I think that's the wrong question. Who would use Intel as a cutting edge fab? Unclear. But plenty of people would love access to a fab for their non-cutting edg

I think that's the wrong question. Who would use Intel as a cutting edge fab? Unclear. But plenty of people would love access to a fab for their non-cutting edge needs. The risk with this is that Intel will become a fab for older, less expensive chips, while TSMC and others gobble up the top tier stuff. But the world needs more, not less, fab capacity, and there are plenty of people would gladly use Intel for their needs if the opportunity was there.

ac29 5y ago
Additionally, only 23% of TSMCs revenue comes from their most cutting edge 5nm process as of the most recent quarter [0]. Everything else is 7nm or larger, which Intel is capable of doing today. In the scenario where Intel remains a major node behind TSMC, there is still a lot of fab business they could pick up. [0] https://twitter.com/IanCutress/status/1481581119740989440/photo/1 https://twitter.com/IanCutress/status/1481581119740989440/ph...