(03-23-2021, 10:04 PM)fenders53 Wrote: Just saw the AMD link. I know they are doing well. I was commenting on the new chip fab plants. It matters to TSM and INTC. AMD not so much if they remain high end chip designers. I wasn't bashing them at all. They have come a long way.
I actually owned AMD 20+ yrs ago. INTC smashed competitors like a bug before FTC put a leash on them finally. INTC and MSFT were brutal and got by with it for a long time.
Well Intel is close to 10 years behind TSM technology wise, building 2 more plants with 10nm-14nm is useless while TSM can already mass produce 5nm today with a breeze.
So I don’t trust that Intel is going to be building 2 plants in AZ and start to make 7nm in 2024? TSM is already scheduled to make 3nm in 2024.
So INTC is light years away from making any dent lol. Which is why this is such an over reaction.