Intel Corp (INTC)

[wbmw]

TSMC just reported a quarter where revenues were +25% qoq..and guided 3Q to another 15% gain on top of that..doesn't sound like a company having yield problems to me.

And you are suggesting that quarterly earnings somehow imply good health on 20nm - a process node that probably accounts for less than 0.1% of their total wafer shipments?

The vast majority of their earnings come from existing nodes - 65nm, 40nm, and 28nm - which I'm sure are yielding just fine.