Intel Corp (INTC)

[Unkwn]

AMD said to produce new CPUs on Globalfoundries 12nm node by next year. If AMD takes the chance to also tweak the architecture a little towards higher performance and clock, Intel will have a hard time to keep its thin lead.

The improved (from Samsung/Globalfoundries 14nm) process is said to bring a 15% density and a 10% performance improvement.

Since we know for a while already, against most claims made on this board, that Globalfoundries 14nm in fact is denser than Intel's 14nm process, at least in real world, this additional step will be tough to overcome for Intel. Maybe Intel is becoming the chased one by next year. Having to spend all that money in new fabs is going to be costly with a shrinking main business.