> TSMC have red hot demand, it’s not hard to understand their urgency in setting up new fabs, wherever they may be. Intel don’t have the same incentive (...)
This is Intel's real problem.
They are also a competitor to many of their potential customers.
So, Intel needs to advance their foundry tech and they still may not get customers.
> TSMC have red hot demand, it’s not hard to understand their urgency in setting up new fabs, wherever they may be. Intel don’t have the same incentive (...)