Intel Corp (INTC)

[Unkwn]

GloFo doesn't have anywhere close to the wafer or revenue scale of Intel. GloFo's only leading edge customer seems to be AMD, and AMD ships far fewer chips (probably an order of magnitude difference) than Intel does.

Do you really think Globalfoundries licensed Samsung's 14nm process only to serve AMD? How do you know they don't have other leading edge customers? They hardly disclose that.

You do realise that the L2 and L3 cache you quote are entirely SRAM. And the figures I quoted are from GloFlo and Intel published papers.

I suppose you simply don't know that there is more to actual area than just cell size, right?

How Intel's CPU architects use this process to implement their logic and what tradeoffs they are making for Clock speed, reliability etc. is entirely their choice. But do not confuse process with design.

Oh yeah, you want to tell me that Intel's design is less dense just because their processors deliver a few percent better performance? Even if this would be the case, it obviously would be a bad decision in terms of cost/gain relationship.

Intel has no process lead anymore. Face it. Foundry business is going to be very tough for them from here since they can only compete in price, if at all. Not really Intel's strong side.