Intel Corp (INTC)

[Unkwn]

Yeah, I know, only somehow related to Intel, but Qualcomm seems to also let Samsung produce its upcoming Snapdragon 830 on its 10nm fabs. TSMC seems to be bleeding more and more.

We don't know the actual characteristics and densities of TSMC 10nm vs Samsung 10nm vs Intel 10nm and it is still only announcements, but it seems very likely to me that Intel actually is loosing this race. That's kind of an inflection point, don't you guys think? No process lead for Intel anymore!

For sure, Intel will tell us about how much denser their 14nm process is and that it is actually competitive with those 10nm processes. A matter of believe, I guess.