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Intel is in an even better position now than last month, being handed $billions ($tens of billions?) of US tax dollars to fund building new fabs, which they wou
by ncmncm 4y ago
Intel is in an even better position now than last month, being handed $billions ($tens of billions?) of US tax dollars to fund building new fabs, which they would have had to build anyway. That will free up money to use in undercutting chip pricing, helping to bury AMD again.
- qzw 4y agoIntel should realize at this point that their existential threat comes from TSMC, not AMD. AMD is one competitor, but TSMC is giving a huge boost to all of their competitors, particularly the ARM vendors who won’t just take some x86 market share but potentially destroy the entire x86 market at some point in the future.