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, whic

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...