Telorand , 6 hours ago

Admittedly, Intel is running out of margin. Whatever the real reason for the 20A cancellation, there is very little time left to prove that 18A is everything Intel claims. And yet the prize for Intel if it can deliver with 18A is monumental.

Simply because we’ve done the whole “single point of failure” before when it comes to markets, I hope they succeed, so we don’t have a repeat of the chip shortage in 2020. Giant companies suck, but we’d all feel that one if TSMC was the only player and got swept up into a military pissing contest between China and the US.