2 ms·
The scale isn't really comparable. TSMC manufactures 5x more wafers than Intel, and the disparity is getting exponentially worse every year (see the chart at ht
by paxys 1y ago
The scale isn't really comparable. TSMC manufactures 5x more wafers than Intel, and the disparity is getting exponentially worse every year (see the chart at https://thecuberesearch.com/247-special-breaking-analysis-the-root-cause-of-intels-troubles-a-critical-analysis/ https://thecuberesearch.com/247-special-breaking-analysis-th...). In fact 30% of Intel's own production is outsourced to TSMC.
- nateglims 1y agoThere's other reasons to think it, but 5x wafers on 8x staff seems within the realm of comparable.
- RC_ITR 1y agoSure but that's different than your original point.
- mensetmanusman 1y agoThe world isn’t the panning for the 2027 takeover.
- saagarjha 1y agoOf what?
- Grosvenor 1y agoTaiwan.
- mike_hearn 1y ago2027 is the date the CCP has announced for when it'll be militarily ready to invade Taiwan. Whether they actually do so or not is an open question.
- dapperdrake 1y agoThe scale also isn’t linear.