They don’t really need to be better than TSMC, they need to be one node behind and roughly competitive on price / performance. The first year of TSMCs latest p

They don’t really need to be better than TSMC, they need to be one node behind and roughly competitive on price / performance. The first year of TSMCs latest process goes to Apple. And the second few years are booked completely full. There is room for Intel if they can just get in the ballpark of TSMC.