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> - better (faster) hardware If TSMC starts having trouble with new process nodes, then I think Intel could quickly capitalize
by peoplearepeople 3y ago
> - better (faster) hardware
If TSMC starts having trouble with new process nodes, then I think Intel could quickly capitalize
- runako 3y agoProcess node transitions are a risk for every manufacturer. Is there any reason to think TSMC would have unrecoverable trouble with a new process node, while Intel sails through? Separately, is there any reason Intel would not (under its fab model) accept Nvidia's business in such a scenario? Coopetition like this is not unknown (ex: Samsung making chips for Apple).