I honestly don’t know. But I don’t think they have to be better than TSMC, or even quite as good. Intel’s strength is the design + fab integration. If they are

I honestly don’t know. But I don’t think they have to be better than TSMC, or even quite as good. Intel’s strength is the design + fab integration. If they are 90% as good as fab as TSMC and 95% as good as Apple or Nvidia at design… maybe that’s sufficient to be competitive.