Intel Corp (INTC)

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mas, I wanted to share something with you.

Take a look at these images of TSMC's 16nm FinFET+ transistors, I didn't notice them until recently:



Now take a look at this image of Intel's 14nm fins:



It looks like TSMC got very close to Intel's rectangular/tall 14nm fin structure with its own 16FF+. Although there's obviously more to the transistor story, I think this throws a big old bucket of water on Intel's claims that Intel's transistors are a "generation ahead". This is what they were fielding at 22nm:



FWIW, I think the main reason TSMC did a "16FF+" and never put into production a "16FF" was because they took the time to make the fins taller to improve drive current.

Anyway, I think Intel needs to stop closing its eyes & ears to what the foundries are doing and just lying to themselves about the competitiveness of TSMC/Samsung.

The foundries are going to start enabling everyone, including even AMD, to build very capable products. Now more than ever they need leadership that can get things done, no excuses. BK is all about giving excuses and treating shareholders as if they were born w/o grey matter.