Im rooting for Intel. I hate the current paradigm where all the best chips are made in one factory in Asia.
IMO it's competition that makes better products in the end. If either party becomes a full monopolist the progress will stall (as already happened with Intel I guess)
yeah - I wouldn't bet against Intel.
they might have floundered in the past.
panther lakes I hear are pretty competitive with some of the apple silicone.
Intel is doing well. They have 18A yields up to 85% at Fab 52. That's huge for the foundry business: the best foundries are not all in Asia now.
Rumor is they're moving Nova Lake production mostly in-house due to 18A success.
Tsmc are opening 10 factories in USA at cost of $265bn
https://www.techrepublic.com/article/news-tsmc-us-investment...
Intel staying strong is still vital for competitiveness though